Paul Joseph Mckenna

Employer firm

T. Rowe Price Advisory Services, Inc. CRD 108958

$5.90B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 06/2022
  Legg Mason & Co Llc
  Boston, MA
• 12/2011 → 06/2022
  Clearbridge Investments Llc
  New York, NY
• 12/2011 → 06/2022
  Franklin Distributors Llc
  Baltimore, MD
• 06/2022 → Present
  T Rowe Price
  Baltimore, MD

Previous Registrations

• 2012-01-06 → 2022-06-22
  Clearbridge Investments, Llc
  New York, NY
• 2008-01-03 → 2011-12-14
  Putnam Investment Management, Llc
  Andover, MA
  Boston, MA

Other Businesses

(1) Marine Park, LLC; Rental Property Owner; Boston, MA; beginning October 2018; approx 1-4 hours per month - no time devoted during normal securities trading hours. (2) MDP Property Group LLC; 5/16/2023; Investment Related; Multi Family Rental Property; 1/3 Partner; 33% ownership; Exclusively focused on multi-family rental properties; 1 hour during the month; 0 during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-18
• S63 Uniform Securities Agent State Law Examination
  2006-10-13

Designations

• Certified Financial Planner

Other Names

• Paul Joseph Mckenna
• Paul Joseph Mckenna