Joshua A. Kennon
For more than two decades, Joshua’s writings on investing, finance, business, and capital allocation have been widely read by entrepreneurs, business leaders, executives, and wealthy investors. Primarily responsible for portfolio management and private client communications, he spends his days looking around the world for intelligent things to do.
Aaron M. Green
In addition to his work in portfolio management, Aaron focuses on overseeing the firm’s back-office operations. From accounting systems to special projects, he has kept everything running smoothly during Kennon-Green & Co.’s exponential growth.
Client Services Department
Ashly L. Vallimont
From handling routine Roth IRA conversions to helping clients navigate the incoming transfer of complex accounts, Ashly’s responsibilities include a wide range of client service-related duties aimed to make the private client experience magical. If there is something you need to know, she won’t rest until she finds the answer.
Jacob P. Mark
The most recent addition to the Kennon-Green & Co. team, Jacob is a graduate of Hope College in Michigan where he earned a B.A. in Business with a minor in Political Science, Summa Cum Laude. In addition to an exceptional academic record, prior to joining the firm, he completed an internship in the investment operations department at Fidelity Investments during which he worked in shareholder reporting, ensuring the accuracy and completeness of documents and filings prior to publication.