Keel Point Advisors

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Keel Point Advisors Employees

Employee
Years
Job
Industry
Forrest Simmons Forrest Simmons Chattanooga, Tennessee Area Details
Forrest Simmons's Keel Point Advisors Experience September 2011 - Present
Job Mentor at CoLab
Industry Financial Services
Experience
Keel Point Advisors   September 2011 - Present

Skills
Behavior Modification, Asset Managment, New Business Development, Strategic Planning, Wealth Management, Investments, Wealth, Strategic Financial..., Financial Planners, Equities, Mutual Funds, Asset Allocation, Estate Planning, Portfolio Management, Philanthropy, Alternative Investments, Financial Advisory, Investment Management, Asset Management, Entrepreneurship, Financial Planning, High Net Worth..., Investment Advisory, Series 65, Wealth Management...

Education
University of North Carolina at Chapel Hill   1969 — 1973
Bachelor of Arts (B.A.), English

Westminster Schools Atlanta, GA

William (Biff) Pusey, Jr. William (Biff) Pusey, Jr. Richmond, Virginia Area Details
William (Biff) Pusey, Jr.'s Keel Point Advisors Experience July 2013 - Present
Job Senior Wealth Advisor & Portfolio Manager at Keel Point
Industry Investment Management
Experience
Keel Point Advisors   July 2013 - Present
JoycePayne Partners  September 2003 - June 2013
Envera, LLC   August 2000 - June 2001
ValueAmerica, Inc.   June 1999 - August 2000
Home Account Network, Inc.   June 1997 - July 1999
Ten State Street, LLP   March 1995 - March 1997
Nelson Mullins Riley & Scarborough  September 1993 - March 1995
Citicorp  March 1990 - September 1990
Price Waterhouse  June 1988 - March 1990

Skills
Private Equity, Hedge Funds, Venture Capital, Real Estate, Managed Futures, Commodities, Alternative Investments, Investments, Investment Strategies, Asset Management, Due Diligence, Portfolio Management, Asset Allocation, Wealth Management

Education
University of Pennsylvania - The Wharton School   2006 — 2006
Private Wealth Management

University of Virginia School of Law   1990 — 1993
JD, Law

New York University - Leonard N. Stern School of Business   1988 — 1990
MBA, Business, Accounting

Duke University   1984 — 1988
AB, English, History

St Christophers School   1971 — 1984

Woodberry Forest   1980 — 1981

Maria Coe Maria Coe Annapolis, Maryland Details
Maria Coe's Keel Point Advisors Experience 2008 - 2010
Job
Industry Financial Services
Experience
VALIC  October 2014 - Present
VALIC  2011 - October 2014
Keel Point Advisors   2008 - 2010

Skills
Fundraising, Public Speaking, Strategic Planning, Investments, Customer Service, Microsoft Office, Wealth Management, Mutual Funds, Leadership, PowerPoint, Event Planning, Nonprofits, Microsoft Excel, Marketing, Business Development, Management, Social Media

Education
College of Charleston   2004 — 2008
History

Alan Facey, CFP® Alan Facey, CFP® Washington D.C. Metro Area Details
Alan Facey, CFP®'s Keel Point Advisors Experience September 2003 - December 2006
Job Director, Financial Planning
Industry Financial Services
Experience
Edelman Financial Services  2007 - Present
Keel Point Advisors   September 2003 - December 2006
Morgan Stanley  July 2002 - September 2003
The Motley Fool  June 2000 - February 2001

Education
George Mason University   1991 — 1996
B.S., Public Administration

Muna Audi Zahr Muna Audi Zahr Washington D.C. Metro Area Details
Muna Audi Zahr's Keel Point Advisors Experience June 2011 - November 2014
Job Consultant/
Industry Philanthropy
Experience
International Foundation  March 1999 - Present
International Foundation  1999 - Present
Keel Point Advisors   June 2011 - November 2014

Skills
Non-profits, Fundraising, Community Outreach, Strategic Planning, Philanthropy, Budgets, Community Development, Corporate Communications, Customer Service, Editing, Entrepreneurship, Event Management, Event Planning, Government, Grant Writing, International..., International Relations, Leadership, Leadership Development, Management, Media Relations, Microsoft Office, Nonprofits, Organizational..., Policy Analysis, Politics, Program Development, Program Management, Proposal Writing, Public Relations, Public Speaking, Research, Social Media, Social Media Marketing, Social Networking, Strategic Communications, Volunteer Management, Policy, Marketing

Education
American University of Beirut
BBA, Marketing and Mangement

Tim O'Keefe Tim O'Keefe Washington D.C. Metro Area Details
Tim O'Keefe's Keel Point Advisors Experience September 2011 - October 2014
Job Senior Account Development Representative @Clarabridge
Industry Computer Software
Experience
Clarabridge  July 2015 - Present
Clarabridge  October 2014 - Present
District Doughnut   September 2012 - Present
Keel Point Advisors   September 2011 - October 2014
VOX Global  September 2010 - May 2011
Falls Church Fellows Program   September 2010 - May 2011
JMU Office of Public Affairs   September 2007 - May 2010
JOLT Energy Drink   September 2008 - September 2009
The Breeze  September 2006 - May 2009
BBC Worldwide  May 2008 - August 2008

Skills
Social Media, Social Media Marketing, Blogging, Press Releases, New Media, Event Planning, Media Relations, Online Advertising, Public Relations, Social Networking, Digital Media, Advertising, SEO, Email Marketing, Leadership, Corporate Communications, Marketing, CRM, Journalism, Facebook, Salesforce.com, Lead Generation, Business Development, Strategic Prospecting, Branding, Brainstorming

Education
James Madison University   2006 — 2010
Bachelor of Arts, Media Arts and Design, concentration in Interactive Media

J. Dustin Beall J. Dustin Beall Washington D.C. Metro Area Details
J. Dustin Beall's Keel Point Advisors Experience January 2013 - Present
Job Family Office Representative at Keel Point Advisors
Industry Financial Services
Experience
Keel Point Advisors   January 2013 - Present
US Trust  October 2011 - January 2013
US Trust  June 2008 - October 2011

Skills
Relationship Management, Wealth Management, Wealth Management..., Trust Management, Asset Allocation, Asset Managment, Strategic Financial..., Estate Planning, Mutual Funds, Investment Management, Portfolio Management, Retirement Planning, Fixed Income, Equities, Investment Advisory

Education
Campbell University
Master of Business Administration (M.B.A.), Business Administration and Management, General, Summa Cum Laude

Campbell University
Bachelor of Business Administration (B.B.A.), Financial Planning, Magna Cum Laude

Tianchi Zheng Tianchi Zheng Washington D.C. Metro Area Details
Tianchi Zheng's Keel Point Advisors Experience September 2011 - November 2013
Job Executive Investment Analyst at Equinox Investments, LLC
Industry Investment Management
Experience
Equinox Investments, LLC   November 2013 - Present
Keel Point Advisors   September 2011 - November 2013
Business Culture & Language Centre   January 2011 - August 2011

Skills
Portfolio Management, Investment Management, Asset Allocation, Alternative Investments, Risk Management, Financial Analysis, Executive Reporting, Real Estate, Microsoft Excel, Microsoft Office

Education
Georgetown University   2014 — 2014
Financial Planning and Services

George Mason University - School of Business   2009 — 2011
MBA, Business Administration

George Mason University   2005 — 2008
Bachelor's Degree, Economics

Wuhan University of Technology   2004 — 2008
Bachelor's Degree, International Business/Trade/Commerce

Hanh Le Hanh Le Charlottesville, Virginia Details
Hanh Le's Keel Point Advisors Experience June 2009 - July 2009
Job Accountant
Industry Accounting
Experience
Unbound Medicine  July 2011 - Present
The Higgins Academic Center, Randolph-Macon College   September 2008 - May 2011
ANZ  December 2009 - January 2010
Keel Point Advisors   June 2009 - July 2009

Skills
Accounting, Accounts Payable, Internal Controls, US GAAP, Financial Statements, Microsoft Excel, Tax, Microsoft Office, Research, Teamwork, General Ledger, Time Management, QuickBooks, Financial Analysis, Management, Analysis, Financial Reporting

Education
Randolph-Macon College   2007 — 2011
Bachelor's Degree, Business, Economics, Accounting

Vrije Universiteit Amsterdam   2010 — 2010
Exchange student, Economics

Macquarie University   2009 — 2009
Undergraduate Study Abroad Student, Accounting

Jeffrey Masse Jeffrey Masse New York, New York Details
Jeffrey Masse's Keel Point Advisors Experience May 2011 - August 2011
Job M&A Analyst at Evercore
Industry Investment Banking
Experience
Evercore  June 2014 - Present
Gator Student Investment Fund  February 2011 - April 2014
Evercore  June 2013 - August 2013
University of Florida Investment Corporation  January 2012 - December 2012
Keel Point Advisors   May 2011 - August 2011

Education
University of Florida
Master of Science, Finance

University of Florida
Bachelor of Science, Finance

Kathleen Peak Kathleen Peak Huntsville, Alabama Area Details
Kathleen Peak's Keel Point Advisors Experience May 2007 - April 2008
Job Contracts Administrator
Industry Legal Services
Experience
Systems Studies & Simulation, Inc. (S3)   May 2015 - Present
Faulkner University, Jones School of Law   August 2010 - December 2012
Whitestone, Brent, Young & Merril, P.C.   April 2008 - August 2009
Keel Point Advisors   May 2007 - April 2008

Skills
Legal Research, Legal Writing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Westlaw, Research, Customer Service, Social Media, Editing, Outlook

Education
Faulkner University   2010 — 2012
Juris Doctor, Law

The George Washington University
Bachelor of Arts (B.A.), English

James Murphy, CRCP, CSCP James Murphy, CRCP, CSCP Greater Nashville Area Details
James Murphy, CRCP, CSCP's Keel Point Advisors Experience May 2011 - July 2012
Job Chief Compliance Officer at Avondale Partners
Industry Financial Services
Experience
Avondale Partners  August 2012 - Present
Keel Point Advisors   May 2011 - July 2012
TrustCore Financial  March 2008 - May 2011
Banc Of America Specialist  February 1997 - March 2007
Prebon Yamane  January 1995 - August 1996

Skills
Securities, AML, Risk, Trading, Mutual Funds, Investments, Asset Management, Risk Management, Insurance, Due Diligence, Financial Planning, Equities, Wealth Management, Compliance, Investment Advisory, Options, Fixed Income, Equity Trading, Family Office, FINRA

Education
Molloy College   1992 — 1995
BS

Chaminade High School   1984 — 1988

University of Pennsylvania - The Wharton School   2008 — 2010
CRCP

Emily High Daniels Emily High Daniels Washington D.C. Metro Area Details
Emily High Daniels's Keel Point Advisors Experience 2008 - 2012
Job
Industry Financial Services
Experience
Capital One Wealth and Asset Management   2015 - Present
Wells Fargo Private Bank  2015 - 2015
Wells Fargo Private Bank  2012 - 2015
Keel Point Advisors   2008 - 2012
Brighton Jones  2003 - 2008
King and Spalding  2000 - 2003

Education
Columbia Law School
JD

Hampton University
BA, English Arts

Steven Skancke Steven Skancke Washington D.C. Metro Area Details
Steven Skancke's Keel Point Advisors Experience 2007 - Present
Job Chief Investment Officer at Keel Point Advisors
Industry Financial Services
Experience
Keel Point Advisors   2007 - Present
George Washington University  2005 - Present
Sakhr Software USA, Inc.   2004 - Present
G. William Miller & Co., Inc.   January 1984 - Present
GWU  2001 - 2009
G. William Miller & Co., Inc.   1984 - 2007

Skills
Investments, Management Consulting, Portfolio Management, International Relations, Entrepreneurship, Leadership, Fundraising, Financial Advisory, Private Equity, Wealth, Venture Capital, Strategic Planning, Public Speaking, Business Development, Mergers, Management, Economics, Mergers & Acquisitions, Financial Analysis, Government, Team Building, Strategic Financial...

Education
The George Washington University   1968 — 1980
Doctor of Philosophy (Ph.D.), Economics

Amanda Ahmed Amanda Ahmed Ashburn, Virginia Details
Amanda Ahmed's Keel Point Advisors Experience March 2014 - Present
Job Investment Operations Analyst at Keel Point Advisors
Industry Investment Management
Experience
Keel Point Advisors   March 2014 - Present
Parkwood Corporation  August 2012 - October 2013
Parkwood Corporation  May 2008 - August 2012
SIRVA Relocation  June 2007 - May 2008
SIRVA Relocation  May 2005 - May 2007

Skills
Financial Analysis, Relocation, Customer Service, Real Estate, Operations Management, Organizational..., Account Reconciliation, Multitasking Skills, Compliance, Series 7

Education
Saint Cloud State University - G.R. Herberger College of Business   2002 — 2006
Bachelor of Science, Finance/Accounting

Charlene Masse Charlene Masse Washington D.C. Metro Area Details
Charlene Masse's Keel Point Advisors Experience October 2010 - Present
Job Keel Point Advisors
Industry Investment Management
Experience
Keel Point Advisors   October 2010 - Present
Keel Point Advisors   October 2010 - Present
NAMB  2006 - February 2011
KPMG  1985 - 1993

Education
University of Florida   1980 — 1984
B.S., Accounting

Robert Rob E. Copeland III CFP® CAP® Robert Rob E. Copeland III CFP® CAP® Washington D.C. Metro Area Details
Robert Rob E. Copeland III CFP® CAP®'s Keel Point Advisors Experience 2003 - 2008
Job Wealth Manager | USAA® Wealth Management
Industry Financial Services
Experience
Edward Jones  2012 - 2013
Wealth Impact Partners   2010 - 2011
Lake Street Advisors, LLC  2009 - 2009
Keel Point Advisors   2003 - 2008
Cambridge Associates  2001 - 2003

Skills
Philanthropy, Leadership, Strategy, Teamwork, Connectors

Education
Gordon Conwell Theological Seminary   2011 — 2018
Master of Art in Religion, Workplace Theology Ethics and Leadership

The American College   2010 — 2010
Certificate, Chartered Advisor in Philanthropy

College for Financial Planning   2005 — 2008
Certificate, Financial Planning

James Madison University - College of Business   1996 — 2000
BBA, Finance

George C. Marshall High School

The American College