Learn more about our extraordinary team of professionals and their passion for serving others.
Ken Weber is passionate about helping clients avoid costly financial mistakes. And that passion seeps into every aspect of Weber Asset Management.
Unlike most in this industry, Ken started his business as a hobby; he had been fascinated by the world of investing since he was a teenager. So, in the early 1980’s he began publishing Weber’s Fund Advisor and that grew to become a highly-regarded newsletter. At a time when most mutual funds were charging hefty fees, Ken knew there was a better way, and so he became a pioneer in the world of no-load mutual funds.
In 1989 Ken contacted his main competitor, Jack Bowers, the editor of Fidelity Monitor, about combining their fund expertise. Jack saw the value of the partnership and Weber Asset Management was born.
Ken is a New York native who earned his BA degree from Hofstra University, and his MS degree from Brooklyn College of the City University of New York. He is a founding member of Fidelity Investments’ RIA Advisor Council, and he is a member of the National Association of Active Investment Managers. His investment advice has been quoted in most major financial publications, including Barron’s, Money, The Wall Street Journal and The New York Times.
Ken is the author of Dear Investor, What the HELL are You Doing? Smart and Easy Ways to Fix the Mistakes You Make with Your Money. Published in 2015, the book is a distillation of Ken’s conversations with thousands of investors.
Ken and his family, including four grandchildren, all live on Long Island, just outside of New York City. At one point in his life Ken was a professional magician and mentalist. These days in his spare time he mentors young performers, helping them succeed as both artists and business people.
Jack Bowers has served as Chief Investment Strategist for Weber Asset Management since 1993.
As with Ken Weber, Jack Bowers started in the business wanting to help investors build wealth without making investing mistakes. He focuses on risk management, understanding market behavior, and identifying investment opportunities in an age of disruption.
Jack is widely acknowledged as a leading expert on Fidelity Investments. He is the publisher of the highly respected Fidelity Monitor & Insight, an independent newsletter focused on Fidelity funds. Jack’s record for investment performance has been recognized in The Wall Street Journal, Forbes, Money, USA Today and U.S. News & World Report.
Jack is a graduate of Washington State University where he received a degree in Electrical Engineering. Prior to moving full-time into the world of investing, Jack was a product manager at Hewlett Packard.
Jack is the author of the book Successful Investing with Fidelity Funds.
These days Jack is an avid long-distance runner, stand-up paddleboarder, skier, as well as an electric car enthusiast. He was one of the first owners of the Tesla Roadster. He has two married daughters and a granddaughter.
Jennifer Weber changed careers after realizing that many of her highly educated friends lacked basic knowledge about personal finances. She decided she wanted to help people avoid those common mistakes and teach people how to plan for the future. Jennifer understands money is a tool to help people reach and achieve their goals.
Jennifer works with clients to bring their financial life into focus with personalized and detailed goal-based retirement plans. She discusses cash flow analysis, retirement and estate planning, insurance and charitable giving strategies. She’s also focused on financial education for women and the next generation.
Jennifer is a CERTIFIED FINANCIAL PLANNER™ and has been with Weber Asset since early 2018. Prior to joining Weber Asset, Jennifer serviced high-net worth investors and their families at Morgan Stanley in Atlanta. In addition, Jennifer spent six years at Goldman Sachs in the business intelligence group and before that worked at Bloomberg LP in sales/analytics.
She received a B.A. in economics from Columbia University and an M.B.A. from New York University. Jennifer served on the Board of the southeast region of the Anti-Defamation League and has been an active member of the Jewish Federation of Atlanta and UJA-Federation in NY. She is also a member and volunteer at the Financial Planning Association.
In her free time, she enjoys traveling, trying new restaurants, baking, and spending time with family and friends. Jennifer lives with her husband, Daryl (Ken’s son), and their two sons, on Long Island, NY.
Meet Kathy Daly, our Senior Vice President, who has been an integral part of our firm since 1986. Over the years, Kathy has developed strong client relationships that have spanned decades. As one of the founding members of Weber Asset, she played a key role in its growth by fostering client relationships, coordinating strategic initiatives, and managing corporate communications.
Kathy began her career at Weber Asset as a Portfolio Manager for all client accounts, and now focuses on a select group of high-net-worth families and entrepreneurs. She is deeply committed to her clients' well-being and strives to provide the highest level of service. Kathy is always available to speak with her clients and is dedicated to ensuring that they understand their accounts, investments, and performance without using industry jargon.
She graduated with honors from Bryant University with a Bachelor of Science in Business. In her free time, she enjoys traveling and boating/fishing on Long Island with her husband and two daughters.
At Weber Asset, we are proud to have Kathy as a part of our team and value the long-lasting relationships she has built with our clients.
Stuart Markowitz understands that financial guidance and discipline enable others to meet their financial goals, allowing them to live and enjoy life to the fullest. He enjoys being a financial coach and alleviating concerns by creating solutions for clients.
Stuart serves as a portfolio manager for many of our clients, always available to assist in any aspect regarding their portfolios including trading, cash management, and asset allocation. Stuart values each client relationship, getting to know family history and relationships, and services each account with the highest level of care.
Stuart also serves as the Chief Compliance Officer for Weber Asset Management.
Stuart holds a B.A. from New York University, and an MBA from St. John's University. Additionally, he has a Certificate in Financial Planning from Kaplan College, and a Registered Financial Consultant designation from the IARFC (International Association of Registered Financial Consultants).
Stuart is an active member in his community. When it’s not too cold, you’ll find him cycling on the boardwalk or relaxing at the beach. Stuart lives with his wife and two children on the south shore of Long Island.
At an early age, Antonio Chiarelli found economics and finance to be fascinating. He loved watching financial shows directly from the floor of the exchange, and interviews with the movers and shakers from the business world. Since that time, he knew he had a passion for working in finance, specifically private wealth management.
Antonio has served as a portfolio manager for our clients since 2002, managing day-to-day account servicing as well as large block trades for our portfolios. Antonio’s clients enjoy speaking to him because he’s always able to clearly articulate investment strategies, asset allocation, and market volatility, giving clients a sense of ease knowing their accounts are well taken care of and aligned with their financial goals.
Antonio graduated with an AB from SUNY-Farmingdale. Before joining Weber in 2002, he worked at Dreyfus/BNY Mellon.
Antonio is very active outside of the office, either working out, swimming, biking, or playing beach volleyball. He’s often entertaining family and friends as he really enjoys cooking and grilling.
Len Fazio believes “nothing great was achieved without enthusiasm,” and his professional enthusiasm has always been portfolio management. Combined with his interest in finance, he prides himself on the ability to guide individuals in achieving their financial goals and investment success with a positive experience.
Len works as a portfolio manager providing clients with quality service, guidance and investment advice. As a member of the Weber Asset team since 2000, he has developed long-standing relationships with his clients and diligently manages their accounts.
Len has a Bachelor of Science degree in Computer Science and a minor in Finance as well as an M.B.A. in Finance from St. John’s University. Prior to Weber Asset, he worked for another registered investment advisor in New York City. Previously, he worked at Paine Webber and Shearson Lehman Brothers.
When Len’s not working, you’ll find him cheering on the Mets, spending time with family, gardening, and cooking.