Global CIO, SAFO
Kenneth Louie has been the Chief Investment Officer of the Shari Arison Family Office (SAFO) since 2015. He is responsible for all aspects of its multi-generational, multi-asset class portfolios focused on delivering market returns while realizing the vision of Doing Good through values-led investments.
Previously, Louie was employed by JP Morgan in a variety of investment functions, most recently as a Portfolio Manager of 40 Act mutual funds, unified managed account programs, and customized portfolios for ultra-high net worth families and foundations. He was a member of the Private Bank Investment Committee, and Global Access investment team. Louie also cofounded the Private Bank's open architecture advisory business, and developed the manager due diligence and portfolio construction processes.
Louie began his career at Ernst & Whinney and Salomon Brothers. He earned a BS from New York University Stern School of Business, and an MBA from Columbia Business School. He previously held an active CPA license.