Keith Koeferl's Location
Boston, MA, US
Keith Koeferl's Work
- Investor and Financial Analyst @ Family Office
- Investment Group Lead Representative (2015 – Present). Board of Directors Member (2008-2015, 2017–2 @ Semiconductor Start-Up (private venture), Illinois
- Executive Director, Portfolio Manager @ Nomura
- Co-founding Partner @ Sunyata Global Value LLC
- Portfolio Manager, Co-Founder, Director of Research @ Persistency Capital
- Research Analyst - Technology and Energy @ Franklin Templeton
- Portfolio Manager, Research Analyst @ Schafer Cullen Capital Management, Inc.
- Financial Analyst -- Corporate Finance and Investment Banking @ Morgan Stanley
Keith Koeferl's Education
- Harvard University
(Business Data Analytics (pending))
2019 - 2020 - University of Notre Dame
B.B.A. (Finance)
1992 - 1996 - The University of Notre Dame Australia
University of Notre Dame Australia (International Business)
1994 - 1995
- University of Notre Dame
(Applied Investment Management)
Keith Koeferl's Skills
- Alternative Investments
- Bonds
- Fixed Income
- Corporate Finance
- LBO
- Valuation
- Portfolio Management
- Financial Modeling
- Capital Markets
- Derivatives
Keith Koeferl's Summary
Keith Koeferl, based in Boston, MA, US, is currently a Investor and Financial Analyst at Family Office, bringing experience from previous roles at Semiconductor Start-Up (private venture), Illinois, Nomura Securities, Sunyata Global Value LLC and Persistency Capital. Keith Koeferl holds a 2019 - 2020 Harvard University. With a robust skill set that includes Alternative Investments, Bonds, Fixed Income, Corporate Finance, LBO and more, Keith Koeferl contributes valuable insights to the industry. Keith Koeferl has 1 email on RocketReach.
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