Stephen Vincent Kenney

President & Chief Executive Officer at Boston Financial Management LLC

Stephen Vincent Kenney

Stephen Vincent Kenney

President & Chief Executive Officer at Boston Financial Management LLC

Overview
Career Highlights

Boston Financial Management LLC
SCS Financial Services LLC

RelSci Relationships

504

Number of Boards

1

Contact Data
Trying to get in touch with Stephen Vincent Kenney? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Stephen Vincent Kenney likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder & Co-Head of Private Client Group at SCS Capital Management LLC

Relationship likelihood: Strong

Founder at Boston Financial Management LLC

Relationship likelihood: Strong

Chief Investment Officer, Member at Boston Financial Management LLC

Relationship likelihood: Strong

President, Chief Executive Officer & Director at Community Workshops, Inc.

Relationship likelihood: Strong

Managing Director & Portfolio Manager at Boston Financial Management LLC

Relationship likelihood: Strong

Managing Director & Portfolio Manager at Boston Financial Management LLC

Relationship likelihood: Strong

Managing Director & Portfolio Manager at Boston Financial Management LLC

Relationship likelihood: Strong

Director of Fixed Income & Managing Director at Boston Financial Management LLC

Relationship likelihood: Strong

Managing Director & Portfolio Manager at Boston Financial Management LLC

Relationship likelihood: Strong

Vice Chair & Managing Director at Boston Financial Management LLC

Relationship likelihood: Strong

Paths to Stephen Vincent Kenney
Potential Connections via
Relationship Science
You
Stephen Vincent Kenney
President & Chief Executive Officer at Boston Financial Management LLC
Education

Fordham University is a private, nonprofit, coeducational research university based in New York City, United States. It was founded by the Catholic Diocese of New York in 1841 as St. John's College, placed in the care of the Society of Jesus shortly thereafter, and has since become an independent institution under a lay board of trustees, which describes the University as "in the Jesuit tradition." Fordham is composed of ten constituent colleges, four of which are for undergraduates and six of which are for postgraduates. It enrolls approximately 15,000 students across three campuses in New York State: Rose Hill in the Bronx, Lincoln Center in Manhattan, and Westchester in West Harrison. In addition to these campuses, the University maintains a study abroad center in the United Kingdom and field offices in Spain and South Africa. Fordham awards the Bachelor of Arts, Bachelor of Science, and Bachelor of Fine Arts degrees, as well as various master's and doctoral degrees.

The Catholic University of America (CUA) is a private university located in Washington, D.C. in the United States. It is a pontifical university of the Catholic Church in the United States and the only institution of higher education founded by the U.S. Catholic bishops. Established in 1887 as a graduate and research center following approval by Pope Leo XIII on Easter Sunday, the university began offering undergraduate education in 1904. It has been called one of the 25 most underrated colleges in America, one of the nation's best colleges by the Princeton Review, "one of the most eco-friendly universities in the country," and has been recommended by the Cardinal Newman Society.

Boston College is one of the nation's best and most selective universities, with U.S. News & World Report ranking Boston College 31st among national universities, and Forbes ranking it 26th in its 2012 America's Best Colleges listing. Boston College confers more than 4,000 degrees annually in more than 50 fields of study through eight schools and colleges. Faculty members are committed to both teaching and research having earned nearly $60 million in research grants in the last year alone. The University has made a major commitment to academic excellence. As part of its Strategic Plan, Boston College is in the process of adding 100 new faculty positions, expanding faculty and graduate research, increasing student financial aid to more than $128 million annually, and widening opportunities in key undergraduate programs, such as international study, internships and student formation. Boston College has experienced tremendous growth in recent years, including a 75 percent increase in undergraduate applications over the past decade, to more than 34,000 for the 2,250 seats in its freshman class. During the same period, an increase in voluntary giving from alumni has helped to move the University's endowment to approximately $1.9 billion. Boston College students have also earned more than 200 prestigious academic scholarships over the past decade, including 2 Rhodes Scholarships, 4 Marshalls, 9 Goldwaters and 162 Fulbright grants.

Career History
President & Chief Executive Officer
2019 - Current

Boston Financial Management (BFM) generally employs an investment strategy which emphasizes a long term point of view. Securities purchased consist predominantly of investment-grade securities including common and preferred stocks; bonds and notes of corporations, federal, state, and local governments and agencies; mutual funds; and ETFs. Covered call options may be written for client accounts from time to time, as appropriate. BFM does not ordinarily engage in short sales or margin transactions. They generally do not participate in any IPOs or secondary offerings.The firm builds diversified equity portfolios of high-quality companies purchased at that can be purchased at attractive valuations. BFM believes compelling opportunities can be found in both growth and value stocks, and that core portfolios should contain a blend of both. The firm contends that a global perspective is essential in the construction of equity portfolios. They accomplish this by investing in U.S. based corporations that derive a significant portion of their revenue from overseas markets, as well as in ADRs of foreign-based industry leaders. BFM augments their international approach through the select use of actively managed international mutual funds and ETFs that invest in companies headquartered outside the US.BFM's fixed income investment objectives are to generate current income, preserve capital, provide liquidity, and enhance stability in balanced portfolios. Their active approach seeks to anticipate interest rate changes and seek to capitalize on relative value between sectors in consideration of the impact of tax-efficiency. The foundation of BFM's bond portfolio management is the level and direction of interest rates. They build the core bond portfolio with high quality taxable or tax-exempt bonds and then diversify the core with fixed income instruments that augment the income and volatility goals of the portfolio. BFM utilizes a variety of fixed income classes: US Government bonds; US agency bonds; high quality municipal bonds; high quality investment grade corporate bonds; mid-investment grade corporate bonds; and preferred stocks.

Managing Director
2002 - 2017

SCM formulates an overall investment strategy which takes into account the client’s individual financial landscape and investment objectives, including his or her income, spending and lifestyle needs and particular tax circumstances when they manage their client’s assets. The firm designs an asset allocation strategy for each client which works in conjunction with the client’s overall wealth management plan. They utilize both commercially available and proprietary databases to track the universe of investment managers in both traditional (e.g., long-only marketable securities) and alternative assets (e.g., venture capital funds, buyout funds, mezzanine stage investment funds, directional and absolute return hedge funds). SCM provides their clients with a consolidated report on a quarterly basis which provides the total portfolio returns.

Co-Founder
2002 - Prior

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.

Boards & Committees
Director & Executive Vice President
Prior

Part of Invesco Ltd., Atlantic Trust Co. NA is a company headquartered in Boston, MA, that operates as a nationally chartered commercial bank. John S. Markwalter is currently the CEO of the firm.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Stephen Vincent Kenney. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Stephen Vincent Kenney's profile does not indicate a business or promotional relationship of any kind between RelSci and Stephen Vincent Kenney.