Ken Mathis
Founding Member and Specialty Leader at Center for Board Certified Fiduciaries | Memphis, Tennessee, United States
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Founding Member and Specialty Leader at Center for Board Certified Fiduciaries in November 2020 to Present
Senior Advisor at Hardy Reed, LLC in December 2023 to Present
COO at Hardy Reed, LLC in March 2012 to December 2023
Founder at Ken Mathis & Associates in October 2009 to March 2012
President/COO, Managing Partner, Co-Founder at Valhalla Capital Partners, LLC in December 2005 to December 2011
Director of Institutional Asset Management at Hilliard Lyons Asset Management in September 2002 to April 2006
Director, Investment Advisory at Hilliard Lyons in June 1999 to August 2002
Director at Morgan Keegan in June 1987 to May 1999
Director, Investment Advisory at The Robinson-Humphrey Company in January 1985 to March 1986
Institutional Investment Management Consultant at Merrill Lynch in January 1983 to January 1985
Investment Advisor at Merrill Lynch in January 1981 to January 1983
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fi360, AIFA®, (Accredited Investment Fiduciary Analyst®), January 2012
The University of Memphis, B.B.A., January 1976 to January 1980
Robert Morris University, PPC™ - Professional Plan Consultant, January 2013
The Wharton School, Executive Education, January 1986
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Investment Advisory
Business Strategy
Strategic Planning
Sales Management
Management
P&L Management
Fiduciary Management
Business Analysis
Growth Strategies
Revenue & Profit Growth
Communication
Project Management
Product Management
Problem Solving
Organizational Leadership
Thought Leadership
Strategic Leadership
Cross-functional Team Leadership
Change Management
Coaching
Simplifying the Complex
Organizational Development
New Business Development
Staff Development
High Performance Teams
Performance Management
Recruiting
Training & Development
Competitive Intelligence
Competitive Marketing Strategies
Competitive Differentiation
Competitive Advantage
Business Analytics
Entrepreneurship
Collaborative Leadership
Customer Driven
Success Driven
Challenge Driven
Investments
Asset Management
Financial Services
Portfolio Management
Mutual Funds
Wealth Management
Finance
Leadership
Strategy
Financial Analysis
Fiduciary Services
Team Leadership
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What is Ken Mathis email address?
Email Ken Mathis at [email protected], [email protected] and [email protected]. This email is the most updated Ken Mathis's email found in 2026.
What is Ken Mathis phone number?
Ken Mathis phone number is 502-235-6452.
How to contact Ken Mathis?
To contact Ken Mathis send an email to [email protected], [email protected] or [email protected]. If you want to call Ken Mathis try calling on 502-235-6452.
What company does Ken Mathis work for?
Ken Mathis works for Center for Board Certified Fiduciaries
What is Ken Mathis's role at Center for Board Certified Fiduciaries?
Ken Mathis is Founding Member and Specialty Leader
What industry does Ken Mathis work in?
Ken Mathis works in the Financial Services industry.
Ken Mathis Email Addresses
Ken Mathis Phone Numbers
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