Kenji began his career in finance in 2004, and brings both private and institutional investment management experience. Prior to joining the rest of the team at NorthCape Wealth Management, Kenji spent 12 years at Wells Fargo Advisors. Previous to that, he was a Financial Advisor with Merrill Lynch, and a Market Risk Management Investment Analyst within Citigroup’s Corporate Investment Bank.
His main focus on the team is investment research, with emphasis on portfolio construction and design. Kenji also concentrates on the Envision® planning process, which creates an effective method for your assets and liabilities to work in harmony towards your retirement goals. He holds the Qualified Plan Financial Consultant (QPFC®) certification, a credential granted by the American Society of Pension Professionals and Actuaries (ASPPA). He earned a B.S. with a concentration in Finance and Economics from the State University of New York at Buffalo. As an advocate of community involvement, he lends his time as a classroom volunteer for the Junior Achievement program, and he is both an advisory board member and guest lector for the WNY Academy of Finance.
Kenji currently resides in Lancaster with his wife Jennifer and their two children. In his free time, he studies the Japanese martial art Kendo, and he competes in triathlons.