Profile
Mr. Stephen V.
Kenney, CFA MBA, is a President & Chief Executive Officer at Boston Financial Management LLC.
He is responsible for day to day management of the firm and executing its long-term strategic plan.
He joined the firm in 2019.
Prior to BFM, Mr. Kenney was Founder and Managing Partner of Perago Partners, LLC, a family wealth consulting firm, and co-Founder and Managing Director at SCS Financial Services, LLC.
Before his 14 years at SCS, he was Executive Vice President and Board Member of Atlantic Trust Company, N.A.
(now CIBC Private Wealth).
Earlier in his career, he was an attorney in private practice in Washington D.C.
He graduated from Boston College with a degree in Economics, earned his MBA in Finance at Fordham University, and J.D.
from the Columbus School of Law at The Catholic University of America.
Former positions of Steve Kenney
| Companies | Position | End |
|---|---|---|
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Chief Executive Officer | 31/08/2020 |
SCS Capital Management LLC
 SCS Capital Management LLC Investment ManagersFinance SCS Capital Management LLC (SCS) is a SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2002 by Pater Mattoon, Antony Abbiati and Douglas Ederle. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS). SCS provides client-aligned investment advice to high-net-worth families and institutions. | Portfolio Manager-Equities | 09/01/2017 |
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | - |
Amvescap Plc (Georgia)
 Amvescap Plc (Georgia) Investment ManagersFinance Amvescap Plc (Georgia) provides investment management services. The company operates principally through the AIM, INVESCO, and Atlantic Trust brands. The company is headquartered in Atlanta, GA. | Corporate Officer/Principal | - |
Atlantic Trust Co., NA (Massachusetts)
 Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Director/Board Member | - |
Training of Steve Kenney
| Boston College | Undergraduate Degree |
| Fordham University | Masters Business Admin |
| The Catholic University of America | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
SCS Financial Services LLC
 SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and is headquartered in Boston, MA. | Finance |
Atlantic Trust Co., NA (Massachusetts)
Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Finance |
Amvescap Plc (Georgia)
Amvescap Plc (Georgia) Investment ManagersFinance Amvescap Plc (Georgia) provides investment management services. The company operates principally through the AIM, INVESCO, and Atlantic Trust brands. The company is headquartered in Atlanta, GA. | Finance |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
SCS Capital Management LLC
SCS Capital Management LLC Investment ManagersFinance SCS Capital Management LLC (SCS) is a SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2002 by Pater Mattoon, Antony Abbiati and Douglas Ederle. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS). SCS provides client-aligned investment advice to high-net-worth families and institutions. | Finance |
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
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