Kenneth Spitzbard

Principal

Phone: (203) 481-7676
E-mail:
 

Ken graduated cum laude from Bryant University in 1982. At Bryant, he was a four year starter on the varsity baseball team and was elected captain his senior year. Ken earned his law degree from American University's Washington College of Law.  At WCL, he interned at both the Securities & Exchange Commission (SEC) and the Commodities Futures Trading Commission (CFTC). He was also the recipient of the school's Supreme Court award. He began his financial advisory practice after passing the Connecticut Bar Exam in 1985. Although he has a strong background in all facets of the financial planning process, including education funding, insurance, tax and estate planning, Ken's primary area of experience is long-term strategic investment allocation, portfolio construction and retirement income planning.
 
In 1989 he formally merged his practice with his father, Milton, a CPA and the founder of Bard Financial Services, combining Milt's experience in sophisticated tax saving strategies with his knowledge of strategic investment allocation. Together, they formed one of the most respected full-service financial advisory firms in Connecticut.

Ken has received numerous awards and recognition for his expertise, including twice being named to the prestigious Financial Times FT 400*, listing him among the 400 best financial advisors in the U.S. He was one of only two independent advisors in Connecticut on this exclusive list.

In addition to his professional responsibilities, Ken is an avid art collector (as clients discover when they visit our office) as well as an assistant baseball coach at Amity Regional High School in Woodbridge. He is also on the board of the Arts Council of Greater New Haven and a member of the investment oversight committee for the Jewish Federation of Greater New Haven.  

 

*The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2015). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.