Our Team
Meet Your Financial Family
Our multigenerational team is driven by a common purpose—to help you achieve your life's goals. We're here to serve you and your family for generations and value the personal partnership that comes from that. We want to get to know you for who you are, and we want you to get to know us as well.
For more than 40 years, Ken has been dedicated to providing his clients with guidance, advice and support as they transition through the stages of wealth accumulation, wealth preservation and wealth transfer. Ken is committed to helping clients make wise and informed decisions about their money striving to enable them to achieve what is most important to them. This comprehensive wealth management approach means more than just taking care of their investments. It also means addressing their advanced planning needs including wealth management, wealth accumulation and charitable giving.
Ken spent the first 23 years of his career at Merrill Lynch’s Private Client Group where he was recognized as a Senior Wealth Management Advisor and a Vice President of Investments. In 2006, Ken joined Morgan Stanley as a Financial Advisor, Senior Vice President and Portfolio Management Director. In 2018, Ken joined Steward Partners as a Managing Director, Partner, and Wealth Manager where he continues to focus on serving the comprehensive needs of his high net worth clients.
Ken graduated from Rutgers University in 1983 with a degree in Economics. In 2014, he earned the designation of Certified Portfolio Manager®. This designation is awarded by the Academy of Certified Portfolio Managers from Columbia University. This is another example of Ken’s continued commitment to Investment Excellence.
Ken is married and lives in Basking Ridge, New Jersey. Ken and his wife Allison have been married for over 30 years and have three children who are their most valuable asset. Ken spends his spare time playing tennis, cycling, reading and spending time with his family.
Linda brings over 15 years of experience in the Financial Advisory industry and has been a registered representative since 2014. Since 2010, Linda has been part of Ken Neuman’s team, providing administrative support in all aspects of the client relationship. Linda’s attention to detail, flexibility and industry knowledge makes her a vital part of the team and gives her a keen ability to respond to the changing needs of their clients.
Linda graduated from Drexel University with a Bachelor of Science in Fashion Merchandising and a minor in business. As a former small business owner, Linda truly understands the importance of customer service and doing the absolute best for clients while running a smooth and successful business. Working with her clients was by far her favorite part of the business and it continues to be in her current role.
Linda holds her Series 7 and Series 66 securities licenses along with her NJ Insurance Producer license. In her free time Linda enjoys time with her family, entertaining with friends, reading, gardening and cooking.
John first worked for Ken Neuman as a 15-year-old high school intern and is now re-joining the team after a 25-year career in Finance and Technology at companies such as S&P, Morgan Stanley and KPMG. Most recently, John was a Senior Director in Product Management with CFRA Research, where he worked closely with financial advisors to provide them with research to support their investment decisions.
John is a Chartered Financial Analyst (CFA) and recently attained his Series 7 and Series 66 securities licenses.
In his free time, John enjoys reading, playing chess, tennis and pickleball as well as skiing and hiking.
Catherine is a Partner, VP and Client Administrative Manager at Steward Partners. She is responsible for providing operational and administrative support to our team while enhancing the client experience by providing exceptional client service. Catherine has over three decades of experience working with high and ultra-high net worth clients, within Private Wealth Management.
Most of her career was at Deutsche Bank (formerly Bankers Trust Co.) as a back and middle office manager. Her roles have run the gamut from managing the day-to-day for multiple processes to the preparation of trust and personal tax returns, while simultaneously supporting projects and initiatives. Catherine attended Montclair State University receiving a B.S. in Business Administration. In her free time, she enjoys traveling, crafting and spending time with her family.
Strategic Alliances
Coordinating Your Success
To deliver the best possible wealth management experience, we’ve aligned our practice with Steward Partners and Raymond James, as our custodian. With their resources and support, these partnerships increase our capacity to offer comprehensive planning, investment strategies, and a variety of specialized financial services.
We are your go-to financial partner—the one who knows you personally and understands what’s important to you and your family. We oversee the big picture, get the right resources in place, and coordinate with your CPA, estate planning attorney, and other trusted professionals to ensure you have everything you need to accomplish what matters to you.