The Aspera Team

 

Ken Bell, CFA, CFP, MBA

Ken is the President, Head Barista, and Chief Piggybacker at Aspera Financial, LLC. His investment management and financial advisory experience includes research, portfolio management, trading, and asset allocation responsibilities at some of the nation's leading private asset management firms, mutual fund companies, and insurance companies.

Prior to founding Aspera, Ken served as Senior Vice President at Hartford Investment Management Company (HIMCO) where he managed the Equity department and was responsible for $4 billion in equity assets. Ken's portfolio management performance at HIMCO ranked him among the top U.S. mid-cap growth portfolio managers.

Ken earned an M.B.A. from the University of Chicago where he studied under two Nobel Prize-winning pioneers of modern portfolio theory.  He is also a CFA® charterholder, a CFP® professional, and an ultrarunning Dad who spends an unnatural amount of time contemplating the markets while running in circles.  

Ken@asperafinancial.com

Adelyn - S.V.P. of Spell Checking

Our Junior Research Analyst keeps our investment process focused by constantly asking, "What exactly do you do?"  She has concentrated her research efforts on the domesticated cat industry but also enjoys researching the chocolate, fairy house, and Harry Potter sectors.  She has a strong grasp of multiplication, division and fractions, and she can find Canada on the map which makes her more intelligent than 97% of all investment advisers.   

stilltooyoungforemail@gooutsideandplay.com

Molly - Stress Management Guru

Molly is the true intellect at Aspera. She's in charge of corporate stress management and can often be found performing stress relief techniques on employees, including the Belly Rub Process and the Guess What I Just Rolled In Outside Meditation.  Molly is also in charge of software development and corporate culture.

canttype@imadog.com

© Aspera Financial, LLC        •        919-622-2076
Aspera Financial, LLC is a fee-only registered investment advisor.  Aspera "East" is located in the Triangle area of N.C. (Cary, Raleigh, Durham), and Aspera "West" is based in Purlear, N.C. (near Boone).