Arrow has established and aggressively maintained a reputation of thoughtfulness, ethics, and most of all, success. We know that the most effective way to do this is by:
- Staying active in the industry
- Relentlessly focusing on working with the “best” clients and vendors
- Clearly and regularly communicating with our clients and investors
- Developing and maintaining the most reputable sales practices and procedures
Steve Rubenstein is the founder of Arrow Partners and possesses 25+ years of experience and success in the institutional asset management business raising billions of dollars across wide range of traditional and alternative asset classes.
Steve is a leading advocate of the third party marketing industry and served as President of The Third Party Marketers Association from 2004 to 2006. He has written several articles on sales & marketing practices that have appeared in: Pensions & Investments, FundFire, Emerging Manager Monthly, Advisor Perspectives, MFA Reporter, Emerging Manager Focus, Opalesque and The Third Party Marketers Association website.
Prior to forming Arrow in 1995, Steve worked at Bankers Trust in the Global Investment Management Group and was primarily responsible for establishing sub-advisory relationships. He began his career at Drexel Burnham Lambert selling institutional research services to investment managers.
Currently, Steve holds Series 7, 24, and 63 securities licenses with FINRA and is registered with the SEC and MSRB. He graduated from Lehigh University in 1984 with a B.S. in Finance.
Ken Rogers joined Arrow Partners in 1998 as a Principal, and has been instrumental in its steady growth into a leading third party marketing firm. Ken has 25+ years of industry experience and has a proven track record successfully selling a broad range of investment products to institutional investors and financial intermediaries.
Ken’s leadership role within the third party marketing industry is extensive. Over the course of his career, Ken has been quoted extensively in leading industry publications and is a frequent speaker at investment industry events and conferences.
Prior to joining Arrow, Ken was Principal and Managing Director at RogersCasey, where he led the marketing and sales effort and served on the firm’s Executive Management Committee. Ken began his career at Metropolitan Life Insurance as an account executive managing an institutional sales and client service team.
Currently, Ken holds Series 7, 24, and 63 securities licenses with FINRA and is registered with the SEC and MSRB. He graduated from Muhlenberg College in 1985 with a B.A. in Communications