Ken Ambrogi

Ken Ambrogi serves as Chief Investment Officer at Meridian Wealth Partners in Philadelphia, PA, where he is responsible for overseeing portfolio management for both individual and retirement plan clients. In this capacity, he sets investment strategy, manages asset allocation, and provides ongoing supervision of the firm’s investment offerings. His work emphasizes delivering customized, unbiased guidance tailored to each client’s specific needs.

Throughout his career at Meridian, Ken has progressed through roles as Wealth Manager and Director, giving him a comprehensive perspective on financial planning and investment management. His expertise spans public equities, fixed income, and diversified retirement portfolios, with a focus on long-term portfolio construction and risk management for high-net-worth individuals and families.

Ken holds a Bachelor of Science in Finance from Penn State University and maintains both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. Recognized for his technical acumen and client-centric approach, he is noted for advancing institutional best practices within Meridian and contributing to the firm's reputation for professional depth in the wealth management sector.