Ken Kwalik
Managing Partner
Ken oversees all aspects of the investment functions at Carrick Lane, including research, product design, portfolio management and trading. He builds on his 20+ years of global industry experience as an investment advisor, portfolio manager, trader, and market maker to uncover and deliver innovative investment solutions to the firm’s clients. Due to his passion for the space, Ken is often sought by the industry to share his knowledge and expertise. Over the years, he has been featured as a speaker at industry conferences and cited in industry periodicals.
Prior to co-founding Carrick Lane, Ken was a Managing Director and Portfolio Manager at Harvest Volatility Management and Head of Portfolio Management and Trading at Goldman Sachs Private Wealth Management Equity Solutions Group where he played an integral role in driving the growth of the "GOAS" managed options business from startup to over $20b in assets under management.
Before that, Ken was a trader with the Volaris group at Credit Suisse in New York and Zurich and a market-maker with SLK-Hull Derivatives in Chicago.
Ken received his B.S. in Economics in 2000 from Carnegie Mellon University, with Dean’s List honors and is a certified GARP Financial Risk Manager (“FRM”).
Ken and his wife Rebecca reside in Saratoga Springs, NY and are active in many local charities, and enjoy traveling and horseracing.
212-433-8453
ken@carricklane.com
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