Focusing on exceptional client service

Kenneth H. Lassner, CFA

Kenneth H. Lassner, CFA

Kenneth H. Lassner, CFA, is a Senior Client Relationship Manager. In that role, he oversees the firm’s efforts in the Eastern US. He has more than 20 years of experience in the financial services industry. Before joining Aperio, Ken worked at US Trust and Columbia Management as a Senior Product Specialist, focusing on providing tax-efficient equity solutions to high-net-worth clients and wealth advisors. Prior to that, he was a Product Specialist for Deutsche Asset Management in the Advanced Research and Quantitative Strategies Group and an Investment Strategist at J.P. Morgan Investment Management Inc. Ken also spent nine years as a Plan Sponsor for the Federal Reserve System and the Interpublic Group of Companies, managing pension plan assets. He earned a BS in Finance from Babson College and an MBA in Finance and Investments from the City University of New York (CUNY) Bernard M. Baruch College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the New York Society of Security Analysts, serving as Vice Chair of its Sustainable Investment Committee. Ken also has a Series 7 license (inactive). Residing in New York City with his family, he is the captain of his adult ice hockey team (the Mighty Glaciers) and enjoys hitting the city’s ice rinks.