Kenneth Mayfield

Kenneth Mayfield General Information

Biography

Mr. Kenneth Mayfield serves as Managing Director at Mozaic (Family Office). He serves as the primary point of contact for many of our clients. He is responsible for the oversight of their portfolio planning process, including asset allocation, advising on strategic tax planning strategies, advanced liquidity management, concentrated position management, and investment implementation. His expertise extends to advanced estate planning strategies and philanthropic planning, ensuring clients and following generations are adequately considered and cared for. He embarked on his professional career as an auditor with the United States Department of Defense (DCAA). He served four years of active duty (2003-2007) with the United States Marine Corps, serving in the infantry with 1st Battalion 1st Marines. He graduated from San Diego State University with a Bachelor of Science degree in Business Administration with an emphasis in Accounting. He is a Certified Public Accountant (CPA) and has passed Level 2 of the Chartered Financial Analyst (CFA®) program.