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Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600
Direct Line: 973-285-3445
kkashlan@sfr1.com
Kenan Kashlan, CFA
Education:• Rutgers University, BS
• CFA Charterholder - CFA Institute
Specialization:
• Comprehensive Family Wealth Management
• Investment Management
• Risk Management
• Estate Planning
• Retirement Planning
Business Experience:
• Avatar Associates, New York, NY
Portfolio Manager
• Kepler Capital Markets, New York, NY
Institutional Equity Broker
• Member: CFA Institute
• Member: New York Society of Security Analysts (NYSSA)
Personal:
Resides in Jersey City, NJ with his wife Sonya and son, Kaden - currently expecting twins
Hobbies include Surfing, Snowboarding, General Outdoors and Travel
Press:
Fox Business 10-6-11
