Mark Keating
Chief Investment Officer bei Willow Creek Wealth Management, Inc.
Profil
Mr. Mark F.
Keating is a Chief Investment Officer, Managing Partner & Wealth Advisor at Willow Creek Wealth Management, Inc. He joined the firm in 2008.
He works with clients to address their investment, tax-planning and estate-planning goals, so they can advance efficiently toward their financial aspirations.
He is also brings his fascination with portfolio design and financial planning processes into play as a member of firm investment committee.
He is a member of the Redwood Empire Estate Planning Council, the Financial Planning Association, and the National Association of Personal Financial Advisors.
Previously he was working as an investment officer with Exchange Bank’s Wealth Management division and as an institutional equity trader with Wells Fargo Securities in San Francisco.
He earned his bachelor’s degree in accounting from Santa Clara University, and is a Certified Financial Planner as well as an Accredited Estate Planner.
Aktive Positionen von Mark Keating
| Unternehmen | Position | Beginn |
|---|---|---|
Willow Creek Wealth Management, Inc.
 Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations. | Chief Investment Officer | 01.01.2008 |
Ehemalige bekannte Positionen von Mark Keating
| Unternehmen | Position | Ende |
|---|---|---|
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Trading-Equity | - |
Ausbildung von Mark Keating
| Santa Clara University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Willow Creek Wealth Management, Inc.
Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations. | Finance |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Finance |
