Kenan Kashlan, CFA

Years Experience:
  • 21

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-3445

Email: kkashlan@sfr1.com

Resides in Jersey City, NJ with his wife Sonya and son, Kaden – currently expecting twins Hobbies include Surfing, Snowboarding, General Outdoors and Travel


Press

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)