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Profil
Mr. Kenneth J.
Polcari is a Chief Market Strategist & Partner at Slatestone Wealth LLC.
Early in his career, Mr. Polcari built the U.S.
equities business at the largest interdealer broker, ICAP, and was among the first traders to go direct to institutional money managers, executing on the opportunities market evolution created, and bringing greater transparency and accessibility to the customer.
Before that, Mr. Polcari ran the Salomon Brothers New York Stock Exchange (NYSE) division during the nineties bull market and was a part of the team that launched the first electronic order delivery system in the industry.
Mr. Polcari began his career on the floor of the NYSE in 1985.
He served as a member of the exchange for nearly forty years and as a NYSE Governor for more than a decade, representing the interests of institutional asset managers in the global equities markets.
Mr. Polcari serves on the Board of Directors of the National Organization of Investment Professionals (NOIP), and the Headstrong Project, a nonprofit providing free, world-class treatment to veterans coping with the psychological wounds of war.
He has a BSBA in Finance from the Boston University School of Management.
Postes actifs de Kenny Polcari
| Sociétés | Poste | Début |
|---|---|---|
Slatestone Wealth LLC
 Slatestone Wealth LLC Investment ManagersFinance Slatestone provides clients with a well-diversified portfolio that strives to capitalize on unique opportunities in financial markets by carefully following these steps: (1) the firm’s top-down analysis determines which asset classes and industries to overweight or underweight, (2) they invest in a sufficient number of securities (20-35) to diversify client holdings and help reduce market risk, (3) security selection is based on the potential for superior capital appreciation and/or income earning potential, and (4) they use proactive hedging techniques designed to preserve client wealth in all market conditions. | Stratège de marché | 01/10/2019 |
Anciens postes connus de Kenny Polcari
| Sociétés | Poste | Fin |
|---|---|---|
William O'Neil + Co., Inc.
 William O'Neil + Co., Inc. Investment ManagersFinance Provides investment research | Corporate Officer/Principal | - |
Formation de Kenny Polcari
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
3
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Provides investment research | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone provides clients with a well-diversified portfolio that strives to capitalize on unique opportunities in financial markets by carefully following these steps: (1) the firm’s top-down analysis determines which asset classes and industries to overweight or underweight, (2) they invest in a sufficient number of securities (20-35) to diversify client holdings and help reduce market risk, (3) security selection is based on the potential for superior capital appreciation and/or income earning potential, and (4) they use proactive hedging techniques designed to preserve client wealth in all market conditions. | Finance |
