Kenneth R. Wolf

Finance

Profile

Mr. Kenneth R.
Wolf, CPA MBA, is Wealthcare Analyst at Financeware, Inc. Mr. Wolf served as Managing Director and Treasurer of Wachovia Securities, now Wells Fargo Advisors, the nation's third largest retail brokerage firm with over $15 billion in assets.
He was responsible for external bank relationships and funding, short and long term balance sheet management, cash management, net interest income, and financial and regulatory capital management.
During his 16-year career with the firm and its predecessors, he also served as Director of Financial Planning and Analysis, with responsibility for profitability analysis of acquisitions and firm initiatives, and as Chairman of the firm's Benefits Committee.
Mr. Wolf is a Certified Public Accountant and a Certified Treasury Professional.
He holds a BS degree in Finance and an MBA from Virginia Commonwealth University.

Former positions of Kenneth R. Wolf

Companies	Position	End
Wealthcare Capital Management LLC Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations.	Corporate Officer/Principal	-

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