Kanon Ream, CIPM

Kanon graduated from Bucknell University with a Bachelor’s degree in Economics and Mathematics. Kanon specializes in developing tax and retirement strategies.  Kanon’s experience includes due diligence for equity and fixed income investments, performance measurement and performance attribution calculations on strategic asset allocation model portfolios. Kanon holds the FINRA Series 7 and Series 66 Licenses. Kanon is also a Certificate in Investment Performance Measurement (CIPM) designation holder.