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Matt Keefe Location
Kirkland, WA, US
Matt Keefe Work
2024 -now Co-Founder, Managing Partner @ MKT and Associates LLC
2016 -2024 Chief Investment Officer @
2014 -2016 Vice President, Regional Director Global Sales and Distribution @
2009 -2014 Regional Director @ Russell Investment Group
2008 -2009 Regional Vice President @ Dreyfus Investments
2004 -2008 Associate Regional Director @ Russell Investment Group
Matt Keefe Education
Carroll University
Bachelor of Science (B.S.) - Business Administration (Finance)
1996-2000
Matt Keefe Skills
Asset Allocation
Mutual Funds
Alternative Investments
Series 7
Investment Strategies
Separately Managed Accounts
ETFs
Investment Advisory
Asset Management
Wealth Management
Investment Management
Series 63
Investments
Series 65
Portfolio Management
Matt Keefe Summary
Matt Keefe, based in Kirkland, WA, US, is currently a Co-Founder, Managing Partner at MKT and Associates LLC. Matt Keefe brings experience from previous roles at Columbia River Advisors, Morgan Stanley, Russell Investment Group and Dreyfus Investments. Matt Keefe holds a 1996 - 2000 Bachelor of Science (B.S.) - Business Administration in Finance @ Carroll University. With a robust skill set that includes Asset Allocation, Mutual Funds, Alternative Investments, Series 7, Investment Strategies and more. Matt Keefe has 1 emails and 1 mobile phone numbers on RocketReach.
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