Ken Bown

Ken has extensive expertise in wealth management and family office services, with a career spanning close to 20 years. He’s a member of the Diversify Family Office Advisory Board.

Ken’s wealth management journey began in 2004. After working in senior marketing and product management roles for several tech startups, he made a career shift to pursue a longstanding interest in personal finance. He completed the Certified Financial Planner™ coursework in retirement planning, investments, tax, and risk management. Subsequently, he joined FirstPurpose Wealth, where he held leadership roles in all the major functions of an investment advisory firm.

Today, Ken focuses on serving the unique needs of ultra-high net worth clientele, where he enjoys evaluating complex private equity, venture capital, real estate, and private credit investment opportunities. He also coordinates the advisory activities of a network of experts – from CPAs specializing in private aviation tax planning to attorneys crafting sophisticated estate planning strategies to transfer assets to the next generation. A central objective is to shield these family office clients from the never-ending demands on their time and attention. As an Advisory Board member of the Diversify Advisor Network, he leverages that experience to collaborate with advisors in supporting the unique needs of family offices.

Ken is a distinguished alumnus of the J.L. Kellogg Graduate School of Management at Northwestern University, holding an MBA degree. He also earned a B.A. in Management Information Systems from Utah State University. His impressive list of credentials includes the Certified Private Wealth Advisor® designation, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. He is also a Certified Financial Planner™ certificant and maintains the series 7, 24, and 66 securities registrations.