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Kenneth C

Series 63, Series 65

New Orleans, LA

Union Capital Management Corp

Kenneth Canepa is a financial advisor at Union Capital Management Corp with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Union Capital Management since 1987. The firm provides discretionary investment management primarily to a select group of clients, including a Louisiana municipal/public fund, high-net-worth individuals, and corporate accounts. Union Capital Management emphasizes income and dividend-producing securities, with a notable focus on managing a municipal/public fund under a benchmark-linked compensation arrangement, operating with a two-advisor team and maintaining a concentrated, income-oriented investment approach.

Income planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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