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KWM | Philotimo

Portfolio Manager | President

David founded Kanen Wealth Management in 2016 and has 34 years of investment experience. From 1988 to 2012, Dave worked for several brokerage firms as both an institutional and retail advisor. From 1992 to 2004, Mr. Kanen worked as a wealth manager/broker with A.G. Edwards & Sons, Inc., where he served both retail and institutional clients, including hedge funds, that focused on value investing. Dave is the President and Portfolio Manager of Kanen Wealth Management, LLC and Philotimo Fund, L.P. Located in Coral Springs, Florida, the firm provides portfolio construction and market-responsive investment management strategies. Its investment philosophy is rooted in value-based investing. Dave graduated from Jacksonville University with a B.A. in Marketing in 1988.

Christine Cedras

 Kanen Advisory

 Executive Assistant 

Dylan Smith

 Kanen Advisory

 Client Relationship Manager

 Operations Manager

Gavin Gaines

 Kanen Advisory

 Client Relationship Manager

Edward Reilly

 KWM | Philotimo

 Research Analyst


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6810 Lyons Technology Circle
Suite 160
Coconut Creek, FL 33073
P: (631) 863-3100

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© 2024 by Kanen Wealth Management, LLC. | All Rights Reserved

(1)  This web site has been prepared solely for informational purposes.  It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.

(2)  Kanen Wealth Management only conducts business in jurisdictions where approved or exempt.

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