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Profil
Mark Addison Keeling formerly worked at JPMorgan Investment Management, Inc., as Research Analyst, Jurika & Voyles LP, as Portfolio Manager, BTR Capital Management, Inc., as Principal, CIO & Portfolio Manager from 2009 to 2022, Pillar Pacific Capital Management LLC, as Senior Portfolio Manager from 2004 to 2009, First Interstate Bank (Billings, Montana), as Principal, Wealth Enhancement Advisory Services LLC, as Senior Vice President & Financial Advisor from 2022 to 2024, and United States Trust Co., NA, as Senior Portfolio Manager.
Mr. Keeling received his undergraduate degree in 1981 and Masters Business Admin degree in 1981 from the University of Wisconsin.
Anciens postes connus de Mark Keeling
| Sociétés | Poste | Fin |
|---|---|---|
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities. | Gestionnaire de Portefeuille-Actions | 31/12/2024 |
BTR Capital Management, Inc.
 BTR Capital Management, Inc. Investment ManagersFinance BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements. | Directeur en chef des Investissements | 01/11/2022 |
Pillar Pacific Capital Management LLC
 Pillar Pacific Capital Management LLC Investment ManagersFinance PPCM utilizes an active, bottom-up investment process and seeks to build broadly diversified, low turnover, risk-managed portfolios that will generate consistent excess returns over time. The firm uses quantitative multi-factor valuation screening models to evaluate stock prices relative to company financial metrics and generates a valuation ranking for each stock in the universe. Since not all factors add value all the time, combining them into a portfolio of diversified factors contributes to more consistent excess return. PPCM uses the same factors, but with different weights, across the four different screening models for institutional equity products: Large-Cap Growth, Mid-Cap Growth, Small-Cap Growth, and Large-Cap Value. | Gestionnaire de Portefeuille-Actions | 30/06/2009 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Jurika & Voyles LP
 Jurika & Voyles LP Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Mark Keeling
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
Jurika & Voyles LP
Jurika & Voyles LP Investment ManagersFinance Provides investment advice | Finance |
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR is an active, long-term investor that manages equities, balanced and fixed income accounts. Their investment style is conservative and value-based, for both equity and fixed income investing. The firm’s investment decision-making process begins with asset allocation, which flows directly from their clients’ individually prepared Guidelines and Objectives statements. | Finance |
Pillar Pacific Capital Management LLC
Pillar Pacific Capital Management LLC Investment ManagersFinance PPCM utilizes an active, bottom-up investment process and seeks to build broadly diversified, low turnover, risk-managed portfolios that will generate consistent excess returns over time. The firm uses quantitative multi-factor valuation screening models to evaluate stock prices relative to company financial metrics and generates a valuation ranking for each stock in the universe. Since not all factors add value all the time, combining them into a portfolio of diversified factors contributes to more consistent excess return. PPCM uses the same factors, but with different weights, across the four different screening models for institutional equity products: Large-Cap Growth, Mid-Cap Growth, Small-Cap Growth, and Large-Cap Value. | Finance |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank provides a holistic approach to determining the best method to work toward their client's long-term objectives. The firm invests in exchange traded funds (ETFs), mutual funds, stocks and bonds, and annuities. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities. | Finance |
