Kenneth D. Chapel, CFP®, RICP®
Ken is a Senior Director with Interchange Capital Partners. He became intrigued with investing as a teenager and continued to pursue this hobby in college, turning it into a fulfilling career.
In college, Ken received an undergraduate degree in finance and a minor in quantitative business analysis. In addition, he went on to attain a Master’s in Finance and a CFP® and an RICP® certification.
His career started with Mellon Bank (Bank of New York Mellon) where he served in various wealth management related positions, including credit risk analyst, internal business director, and senior wealth analyst. He supported senior management and advisors, providing family office services to ultra-high net worth individuals and families. Additionally, he managed the product strategy committee, which oversaw all investment products’ due diligence, corporate compliance reporting, and development within BNY Mellon Wealth Management.
He eventually moved on to work at PNC bank as the primary advisor to their private bank clients. Working closely with these clients, he provided customized solutions designed to best meet their goals and objectives, which included asset management, trust, estate planning, and private banking services.
His education and previous positions in both finance and business-related roles prepared Ken well for his current position working with Interchange Capital Partners.
As Senior Director at Interchange Capital Partners, Ken works closely with individuals, families, and business owners to provide advice, strategy, and support that will help them take advantage of their opportunities while reducing their risk.
Ken and his family live in the suburbs of Pittsburgh. He enjoys gardening and landscaping and attending sporting events.