Chris Keith
Portfolio Manager-Fixed Income bei RWA Wealth Partners LLC
Profil
Mr. Christopher J.
Keith is a Senior Vice President & Fixed Income Manager at RWA Wealth Partners LLC.
He is also a member of the Portfolio Review Committee.
He joined the firm in March 2011 upon its acquisition of Kobren Insight Management (KIM), where he’d served as Vice President and Fixed Income Manager since 2001.
Prior to joining KIM, Mr. Keith was a Vice President in the Private Client Services Group of Robertson Stephens Inc., where he designed and implemented fixed-income portfolios for high net worth clients.
He was also the head fixed-income trader for Donaldson, Lufkin & Jenrette’s New England region.
He graduated from Northeastern University.
Aktive Positionen von Chris Keith
| Unternehmen | Position | Beginn |
|---|---|---|
RWA Wealth Partners LLC
 RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Portfolio Manager-Fixed Income | 01.03.2011 |
Ehemalige bekannte Positionen von Chris Keith
| Unternehmen | Position | Ende |
|---|---|---|
Adviser Investments Acquisition Co. LLC
 Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Portfolio Manager-Fixed Income | 01.12.2016 |
| Robertson Stephens, Inc. | Corporate Officer/Principal | - |
| Donaldson, Lufkin & Jenrette Securities Corp. | Trading-Fixed Income | - |
Ausbildung von Chris Keith
| Northeastern University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
| Robertson Stephens, Inc. | Finance |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Finance |
