2-Part Episode: Merrill Lynch’s Jen Auerbach and Kenneth Correa Talk Latino Wealth Management and Growth
Featuring Jen Auerbach and Kenneth Correa
Recognizing the Latino impact on the American and global economy is nothing new for the audience of The Latino Majority podcast. According to studies by the Latino Donor Collaborative, if the Hispanic/Latino community was its own country, it would be the fifth largest economy in the world, ahead of the UK, India, and France.
Having two finance experts on The Latino Majority allows us the opportunity to dig deeper into our effect on the economy and how we see the path forward for Latinos taking shape.
Much of that path is laid out in an in-depth study that Merrill Lynch recently conducted on how the Latino community explores wealth. We’ll unpack that study a bit further with two leaders from Merrill Lynch: Jen Auerbach, Strategic Growth and Client Development Executive, and Kenneth Correa, Head of Business and Client Development.
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About Our Guests
Jen Auerbach is responsible for client acquisition, retention, and strategic growth initiatives for Merrill Wealth Management. Prior to this role, Jen founded a team focused on developing engagement efforts with traditionally underserved clients and communities.
Jen’s career began as an options trader working to create and execute customized hedging and monetization strategies. For nearly a decade, Jen worked in product origination, platform development and impact investing.
Jen has been recognized by various organizations, including the 2022 Aspen Institute’s First Movers Fellowship, the 2022 World Economic Forum’s Young Global Leaders, the 2020 Crain’s New York Business Rising Star in Banking & Finance, and the 2016 Women’s Bond Club Rising Star Award.
Jen was selected as a winner of the Bank of America Global Diversity & Inclusion award, is an alumna of Sponsors for Educational Opportunity (SEO) and a member of the Bank of America’s Hispanic-Latino (HOLA) employee network.
Jen attended Dartmouth College in Hanover, N.H. earning a B.A. in Philosophy and Columbia Business School in New York, N.Y. earning a Master’s in Business Administration.
Kenneth Correa is a Managing Director at Merrill Lynch Wealth Management and serves as the Head of Business & Client Development. In this role, Kenneth leads National Recruiting, sets the strategy for business development, drives acquisition activities, delivers advisor recognition programs and strengthens practice management across the firm. Additionally, the Business Development Team collaborates with key partners across the enterprise, Merrill Lynch leadership, and advisor councils, to execute and ensure a seamless advisor and client experience that will maximize performance and drive firm culture.
Kenneth started his career on Wall Street with UBS Global Wealth Management in 1998, where he spent 21 years before joining Merrill Lynch in 2019 as the Market Executive of the Manhattan East Market. Prior to his current role as National Business Development Executive, Kenneth was the Market Executive of the Rockefeller Center Market where he was responsible for approximately 300 financial professionals managing $32 billion in client assets representing over $200M in revenue. Currently, Kenneth is the Chairman of the Merrill Lynch Hispanic Latino Advisory Council and sits on the Bank of America Hispanic Latino Executive Council, the Bank of America New York City Hispanic Latino Business Council, and the Bank’s NYC ACTion Advisory Board.
While at UBS, in 2016 Kenneth was the winner of the prestigious “Edward J. Connolly Leadership Award,” the highest and most coveted award at UBS by a field leader as it reflects commitment to its employees and its community, integrity, performance and collaboration across the firm. In 2015, Kenneth was also recognized as a “Top Leader in Finance” by Latino Leaders Magazine. In addition to being the Market Head of its Metropolitan Market, Kenneth was also the co-Chairman of UBS Global Wealth Management’s employee diversity network, MOSAIC.
Kenneth earned a Master in Business Administration from Columbia University with honors and graduated Cum Laude from Queens College with a Bachelor of Arts degree in Economics/Finance and a Minor in Business and Liberal Arts. He also holds the Certified Financial Planner designation (CFP®). While at Columbia University, Kenneth received the
“Ethan R. Hanabury Student Representative” award for leadership. A resident of Bronxville, NY, Kenneth enjoys spending his free time with his young son, Kenneth Javier, “KJ,” reading and participating in active sports.