Kenneth B. Parlin 

I am a financial counselor, financial planner, and investment advisor with over three decades of experience advising individuals and families on a broad range of financial issues.  In 2019 I founded Parlin Advisors LLC to deliver highly personalized financial advice to a select number of clients.  

 

Prior to founding Parlin Advisors, I spent most of my career with the JP Morgan Private Bank based in New York.  As a Managing Director covering some of the wealthiest families in New York, Canada, Bermuda, and the Bahamas, my team advised clients on matters of international tax planning, trust and estate, credit facilities, asset allocation, portfolio construction and single stock hedging.  I had previous assignments in Corporate Finance, and spent four years in Belgium with Euroclear, then a subsidiary of JP Morgan.

 

In addition to JP Morgan, my prior work experience included several years as an advisor on the Merrill Lynch brokerage platform, and eight years as Co-Founder and Chief Operating Officer of Parlin Capital, a $50mm long-short equity hedge fund.

 

I serve on the Board of the Lake George Association (“LGA”), a premier organization in freshwater protection, and was previously on the Board of Silver Bay YMCA, where I chaired the Business Committee.  I created and administered the Mintz Parlin Family Foundation, a private family foundation which we later rolled into a Donor Advised Fund.

 

I grew up in Livingston, NJ and graduated from Livingston High School in 1977.  I earned a BA from Hamilton College in 1981 with concentrations in Economics and Religion, and an MBA from the Stanford Graduate School of Business in 1985 with a concentration in Finance.

 

I live in Hague and Saratoga Springs, NY with Lauren Parlin, my wife of 42 years.  Lauren owns the Uptown, a charming 1890’s building on Hague Brook in downtown Hague.  I appreciate that Lauren lets Parlin Advisors lease office space in such a beautiful location.  We have three grown children, one foster child and a granddaughter.  In addition to time with family, I enjoy, gardening, landscaping, bicycling, open water swimming, back country skiing, and art museums.