×

Unrivaled
Experience

About Us


Unique among derivative advisory firms, Kensington Capital Advisors is an independent financial advisory firm specializing in the analysis, structuring and execution of derivative products and structured financing solutions. Kensington’s professionals command over 160 years total experience, including over 80 years of combined prior experience on major derivatives trading platforms.

Our firm is headquartered in Charlotte, NC, with an office in Chatham, NY serving clients nationwide. Kensington’s professionals provide an unmatched breath of experience and expertise to efficiently advise clients in connection with hedge, risk management and structural components of financings.

James Engel

James Engel

View more

James Engel joined the New York office of Kensington Capital Advisors in 2008. Mr. Engel brings a great deal of prior reinvestment and derivative experience to the firm.

1998

20+ Years

Matt Fazio
View more

Matt Fazio

Matthew Fazio joined Kensington Capital Advisors in 2018 with over 17 years of experience in the derivative industry. In addition to advising both municipal and corporate clients during his career, Matt also has experience on a swap dealer’s trading desk for interest rate swaps and options.

2001

17 Years

Charlie Jacobs

Charlie Jacobs

View more

Charlie Jacobs joined the Charlotte Office of Kensington Capital Advisors in the Fall of 2006 after graduating from Duke University. Charlie specializes in Dodd-Frank compliance and hedging solutions.

2006

12+ Years

Karen Jahnke
View more

Karen Jahnke

Karen Jahnke joined Kensington Capital Advisors in 2007 as a firm member. Mrs. Jahnke focuses on internal policy and regulatory compliance.

1982

36+ Years

Jeffrey Klein

Jeffrey Klein

View more

Jeff Klein joined Kensington Capital Advisors as a Principal in 2006. As a former provider of non-profit and tax-exempt derivatives, Mr. Klein brings an expert level of knowledge and sophistication to Kensington’s tax-exempt consulting services.

1991

27+ Years

Jim Moore
View more

Jim Moore

Jim Moore founded Kensington Capital Advisors in 2004 to provide strategic advice and counsel to end users of derivative financial products. With over 28 years of experience in the derivative and capital markets, Mr. Moore brings a depth of experience to each transaction that has made Kensington Capital Advisors a creative force and leader in the industry.

1987

31+ Years

Mike Roper

Mike Roper

View more

Michael Roper joined Kensington Capital Advisors in 2016 after spending over 23 years specializing in derivative product sales for two large institutional dealers. Throughout Mr. Roper’s capital markets career, his focus has been on mid to large corporate users of derivative products.

1993

25+ Years

With over 160 years of experience, Kensington professionals
have navigated many different market cycles and executed
thousands of agreements with our clients.