Investor, author of 9 books including 10 Things to do Before You Retire and Not Your Father's Retirement, and licensed financial advisor for more than 31 years.
Ken Mahoney is the CEO of Mahoney Asset Management where he offers clients tailored retirement solutions. Using data provided by the leading financial research companies, Morningstar and Standard and Poor’s, they provide detailed performance analysis and investment recommendations for goals like preparing to leave your job, purchasing a second home, or planning for retirement.
Because of Ken’s comprehensive financial expertise, he is sought after by CNBC, Fox Business News, Mornings with Maria, The Today Show, CBS, and ABC to speak on topics such as planning for retirement and stock market investment strategies. Ken is also frequently quoted in leading newspapers and magazines including, The New York Times, The Wall Street Journal, Chicago Tribune, CNN.com. Ken is on the radio daily delivering the Market Report on WHUD, The Peak, and WRCR. On Sundays, Ken hosts a well known radio program on WHUD called A GPS for Your Finances.
Considered by the financial industry as an established financial expert, Ken was recruited to serve on the House of Representatives Banking and Financial Services. In this capacity, he advised the Chairperson of the Committee, Congresswoman Sue Kelly, on the impact of new financial regulations, Federal Reserve Bank transparency, and guided the Committee in asking questions of Alan Greenspan.
A believer in giving back, Ken has been serving his community for more than two decades volunteering as a member of Meals On Wheels and The United Way. Ken is the former Chairman of the Board at Make-A-Wish Foundation, and currently serves as chairman of the alumni board. Acknowledged by the New York State Legislature for his dedication and outstanding community service, Ken was honored with a Distinguished Service Award and chosen by Rockland County as community leader of the year.
With over 33 years of financial services experience, Bill leads the business development efforts at Mahoney Asset Management. Bill currently holds the Series 24, Series 63, and Series 7 securities licenses as a registered principal with the Financial Industry Regulatory Authority (FINRA).
Throughout his career, Bill has held branch management positions at several brokerage firms and strongly believes the more we learn about a client, not only their financial goals and objectives, but their life goals in general, the better job we can do advising them. Customer satisfaction is a priority for Bill as he believes that treating his clients how he would like to be treated is crucial to maintaining a successful and sustainable relationship.
Vice President & Certified Financial Planner
A 27-year industry veteran, Phil is a Vice President and Certified Financial Planner at Mahoney Asset Management, where he works with new and existing clients to advise and develop retirement planning solutions. Phil holds the Series 24, Series 63, Series 6, Series 7 as well as Life & Health license registrations. Prior to joining Mahoney Asset Management, Phil spent 13 years in sales roles at JPMorgan Chase where he assisted clients in retirement planning and investing. Phil’s work ethic, experience and level of production routinely earned him President’s Council recognition.
Philip’s passion for his profession is shown by his Certified Financial Planner (CFP) designation. Phil performed his undergraduate work at Fordham University, completing a double major in Finance and Marketing, he then went on to earn an MBA from Pace University.
Adrian P. de Armas
Second Vice President of Investments
Adrian brings 25 years of financial services experience to Mahoney Asset Management where he is the Vice President of Investments. Adrian advises a wide range of clients on wealth management and retirement planning where he uses his Series 7, Life and Accident/Health, Variable Life and Variable Annuity insurance licenses.
Prior to Mahoney Asset Management, Adrian served as a licensed financial advisor at Merrill Lynch for 11 years before moving to a similar position as a wealth management advisor at UBS, working with both individuals and businesses from 2001 to 2008. Adrian also serves his community as Chief at his local volunteer fire department in Bellerose Village, New York.
Deepak Khanna is the Founder, Managing Partner and Chief Investment Officer of Ensconce Capital Advisors. Ensconce is a Healthcare/Biotech fund focused on the most innovative and promising companies in the sector. For the last 18 months, Mr. Khanna has been a Portfolio Manager and Head of Healthcare at Vulcan Capital, the family office of Microsoft Co-Founder Paul Allen where he was responsible for managing a $550M long/short portfolio investing across all sub-sectors of healthcare. Deepak generated 42.5% annualized return vs. 21.7% for S&P500 in 2017, and 25% vs. 4.8% for S&P500 for the first half of 2018. Prior to his role at Vulcan, Deepak was the Head of U.S. Large Cap Value Equities at Deutsche Bank Asset Management, where he grew the Large Cap Value fund to over $2.5 billion AUM.
From 2007 to 2014, Mr. Khanna was a Partner and Portfolio Manager at Lord, Abbett & Co. where he led the Healthcare sector and was the lead Portfolio Manager of a $12 billion AUM Multi-Cap Strategy that was rated 4 stars by Morningstar, in addition to leading other strategies. Prior to that, Khanna was a Managing Director at Jennison Associates where he worked as a Health-care analyst. From 2000 to 2005, Khanna was a Health-care analyst at Lord, Abbett & Co.
Prior to joining Lord Abbett, Khanna worked as an equity research analyst at Mitchell Hutchins Asset Management.
Deepak is not affiliated with Newbridge Securities
Jeff Kaplan is a former trading analyst with both JP Morgan and Deutsche Bank. Jeff’s experience focused primarily on structured notes, exotic derivatives, and risk management strategies. His strong technical background pairs with a passion for creating portfolios using assets that best cater to client needs.
Jeff spends extensive time researching modern alternative forms of investing in addition to traditional equity investments. Jeff graduated with a bachelor’s degree from the Florida State University including a minor in Entrepreneurship. He enjoys participating in charity, competing in sports, and spending time with his family.
Here at Mahoney Asset Management Ben sources new agent opportunities with small sized businesses in the New York metropolitan area. Ben utilises our current database to build, develop, and maintain new and existing client relationships which are built on trust and solid investment strategies.
With a strong research and analyst background, Ben uncovers trends and uses market data to build fact-based reports that both Ken and the Mahoney Asset Management sales team can use in the field, as well as during appearances on Fox Business TV, local radio, and in national newspaper articles.
Ben holds four years of in-depth financial services experience at well-respected institutions such as TD Ameritrade and Primerica. When not out developing business, you can find Ben coaching local soccer or playing golf at Rockland Country Club.
Client Service Manager
Daniela is a client service specialist, working with Mahoney Asset Management’s clients on a daily basis to assist with all their account needs. Daniela has over 10 years’ experience in the financial services industry. She holds an associate degree from the Sage College of Albany and is a Notary Public.
Client Service Specialist
Gina joined Mahoney Asset Management in 2011 with over 20 years of industry experience. Attentive and organized, Gina works to build trusting relationships with our clients so that they always feel valued. Her dedication and passion for helping others is apparent in all aspects of her work. Gina also assists the team by preparing special reports for client meetings and works closely with Ken on marketing projects. Gina holds a BA in Economics from Union College.
A lifelong Rockland resident, Gina and her husband live in Valley Cottage. In her spare time, Gina enjoys spending time with her family and supporting them in all their extra-curricular activities.
Client Service Specialist
Megan serves as a Client Services Specialist at Mahoney Asset Management where she is dedicated to meeting every client’s needs, goals and objectives. Not only does Megan strive to provide the highest quality service, she also treats each client with the utmost care, respect and compassion at, all times. Megan has over ten years of experience in the financial services industry and is entrusted with the administration of Mahoney Asset Management’s client assets.
John graduated Magna Cum Laude with an undergraduate degree in financial management. Prior Mahoney asset management , John worked as an Analyst at a firm specializing in finance and IT solutions. His primary role encompassed using efficient and best practices in the workplace and incorporating them thought the firm.
With a background in research and analysis, John displays strong problem-solving ability which makes him a good addition to Mahoney Asset Management. He uses this ability to solve clients issue while being dedicated to helping them meet their goals and objectives.
INVESTING RISK DISCLOSURE
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Mahoney Asset Management for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
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