Principals
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| Ken Weber President |
Our President
Over the course of more than two decades in the financial services industry, Ken Weber has become one of the premier mutual fund experts in the United States. Ken is a New York native who earned his bachelor’s degree from Hofstra University, and his master’s degree from Brooklyn College of the City University of New York. He is a founding member of Fidelity Investments’ RIA Advisory Council, and he is a member of the National Association of Active Investment Managers and the Financial Planning Association.
He is a recognized authority on 401(k) plans; the U.S. Dept. of Labor, New York’s Attorney General, The Wall Street Journal, Business Week, The Journal of Accountancy and Reuters have all turned to Ken for his 401(k) and retirement plan expertise.
Ken Weber is also one of America’s leading mutual fund experts. For ten years he published Weber’s Fund Advisor, a highly-regarded financial newsletter. His investment advice has been quoted in most major financial publications, including Barron’s, Money, The Wall Street Journal and The New York Times.
After graduating from Hofstra University (B.A.) and Brooklyn College of the City University of New York (M.S.), Ken spent fourteen years developing a successful business. During that time mutual funds were his passionate avocation, and in 1983 he began publishing Weber’s Fund Advisor. He discontinued the newsletter in 1993 to focus his energy on providing the best possible service for his managed account clients. Ken Weber has been a Registered Investment Advisor since 1987.
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| Jack Bowers Chief Investment Strategist |
Our Chief Investment Strategist
Jack Bowers is widely acknowledged as America’s leading expert on Fidelity Investments. He is the founder and editor of the top performing Fidelity Monitor, an independent newsletter focused on Fidelity funds. His superior performance has been recognized in The Wall Street Journal, Forbes, Money, USA Today and U.S. News & World Report.
Jack is a graduate of Washington State University and the author of the highly regarded book, Successful Investing with Fidelity Funds. Jack has served as Chief Investment Strategist for Weber Asset Management since 1993.