Talk to sales Try for Free
Ken Catanella, CIMA

Ken Catanella, CIMA

Managing Director - Senior Institutional Consultant

Followers of Ken Catanella, CIMA124 followers
location of Ken Catanella, CIMAPhiladelphia, Pennsylvania, United States

Connect with Ken Catanella, CIMA to Send Message

Connect

Connect with Ken Catanella, CIMA to Send Message

Connect

  • Timeline

  • About me

    Managing Director - Senior Institutional Consultant at UBS

  • Education

    • Butler University

      -
      BA

      Activities and Societies: Varsity Football Charity Causes History and Political Science Club

  • Experience

    • UBS

      Jun 1991 - now
      Managing Director - Senior Institutional Consultant

  • Licenses & Certifications

    • **Registered States** AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TX, VA

      FINRA

  • Honors & Awards

    • Awarded to Ken Catanella, CIMA
      PLANADVISER Retirement Plan Advisor Small Team of the Year PLANADVISER 2016 The PLANADVISER rating is based on information from January to March of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures
    • Awarded to Ken Catanella, CIMA
      Barron's Top 100 Institutional Consulting Teams 2018 Barron's The Barron's rating is awarded annually in April and is based on information from the prior year Q4. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures
    • Awarded to Ken Catanella, CIMA
      Finalist - PLANADVISER Retirement Plan Adviser of the Year 2022 Plan Adviser Magazine The PLANADVISER rating is based on information from January to March of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures
    • Awarded to Ken Catanella, CIMA
      PLANADVISER Top Retirement Plan Advisers 2014-2020 Plan Adviser Magazine The PLANADVISER rating is based on information from January to March of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures

  • Volunteer Experience

    • Founder

      Issued by UBS Motor Cars Under the Stars to Benefit United Cerebral Palsy
      UBS Motor Cars Under the Stars to Benefit United Cerebral PalsyAssociated with Ken Catanella, CIMA

    • Founder and Supporter of the Local Chapter

      Issued by Challenger Baseball on Sept 2018
      Challenger BaseballAssociated with Ken Catanella, CIMA

    • Co-Founder

      Issued by Moorestown Neighbors Helping Neighbors on Mar 2020
      Moorestown Neighbors Helping NeighborsAssociated with Ken Catanella, CIMA