Ken Mahoney

President & CEO

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.

Bill Coogle

Vice President

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.

Cameron Bibb

First Vice President of Investments

Cameron brings 20 years of financial planning experience to Mahoney Asset Management. As the First Vice President of Investments, Cameron assists new and existing clients to find the right financial solutions to meet their individual needs. Cameron holds the Series 6, Series 63, and Life Insurance License registrations. As a financial specialist, Cameron focuses on educating his clients on asset allocation, investing, banking, retirement planning, and insurance. This process of educating his clients on financial products helps uncover the best options and has proven to be an effective strategy that has led to many long-term relationships.

Cameron has a degree in finance from Clark Atlanta University and he is currently studying for an advanced degree in financial planning at NYU, where he is a CFP Board Candidate. Cameron is a lifelong Rockland County native, as well as a devoted husband and the proud father of two sons and a daughter.

Philip Rutigliano

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

Advisor

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

Ben Phillips

Research Analyst

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.

Daniela Walsh

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.

Gina Sundvik

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.

Megan Kennedy

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 Halter

Client Services

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.

© Mahoney Asset Management

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.

IMPORTANT CONSUMER INFORMATION
This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.This site and the opinions and information therein are based on sources which we believe to be dependable, but we can not guarantee the accuracy of such information.

Representatives of a broker-dealer or investment adviser may only conduct business in a state if the representatives and the broker-dealer or investment adviser they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licenser requirements.

An investor may obtain information concerning a broker-dealer, an investment advisor, or a representative of a broker-dealer or an investment advisor, including their licenser status and disciplinary history, by contacting the investor’s state securities law administrator.

SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE
This information is intended for use only by residents of CA, CT, DC, FL,, MA, MD, MN, NC, NJ, NY, OH, PA, and VA. Securities-related services may not be provided to individuals residing in any state not listed above.

The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates–so these estimates should not be regarded as predictions, advice, or recommendations. Mahoney Asset Managment does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.

Securities offered through
Newbridge Securities Corporation,
member FINRA / SIPC

Investment Advisory Services offered through
Newbridge Financial Services Group Inc.,
an SEC Registered Investment Adviser.

Office of Supervisory Jurisdiction
5200 Town Center Circle, Tower One, Suite 306
Boca Raton, FL 33486

Toll-Free: 877-447-9625
Phone: 954-334-3450
Fax: 954-489-2390