Steven Rubenstein is the founder of Arrow Partners and has more than 30 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.
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, 50, 54. 63 and 65 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 30+ 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, 50, 63 and 65 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.
What Sets Us Apart
Arrow’s success has been built through continuous industry engagement, working with clients and vendors, clearly and regularly communicating with investors while maintaining the highest standards for sales processes and procedures.