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Mikel Shawn Keifer
Analyst-Equity chez
Cerity Partners LLC
Profil
Mr. Mikel S.
Keifer, CFA, is a Partner at Cerity Partners LLC.
He is responsible for investment research and analysis.
He brings over two decades of experience in investment research and portfolio management and his passion for rigorous analytical research and critical thinking assists with the firm’s investment research, asset allocation, and portfolio management activities.
Prior to joining Cerity Partners, Mr. Keifer was the Senior Vice President & Chief Operating Officer at Jurika, Mills and Keifer.
He worked alongside Karl Mills since the founding of the firm, and at their prior firm, Jurika & Voyles.
He began his career as a Financial Analyst with Nvest, LP, a Boston based financial services holding company which acquired Jurika & Voyles in 1997.
He received his B.S.
in Business Administration from Northeastern University and an undergraduate degree from Fullerton College.
Postes actifs de Mikel Shawn Keifer
| Sociétés | Poste | Début |
|---|---|---|
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Analyst-Equity | 01/05/2023 |
Anciens postes connus de Mikel Shawn Keifer
| Sociétés | Poste | Fin |
|---|---|---|
Jurika, Mills & Keifer LLC
 Jurika, Mills & Keifer LLC Investment ManagersFinance JMK maintains an active viewpoint on the world and the financial markets, incorporating near and long-term outlooks for economic growth, valuation, major trends, inflation, and potential risks. This approach drives their asset allocation and investment selection processes. The firm selects investment vehicles, including individual equities, bonds, mutual funds and ETFs that they believe offer the most effective way to gain exposure to a particular asset class, market segment, or objective. | Fondateur | 01/08/2023 |
Nvest, Inc. (California)
 Nvest, Inc. (California) Internet Software/ServicesTechnology Services Provides information services on finance portals | Corporate Officer/Principal | - |
Jurika & Voyles LP
 Jurika & Voyles LP Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Mikel Shawn Keifer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
74
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Jurika & Voyles LP
Jurika & Voyles LP Investment ManagersFinance Provides investment advice | Finance |
Nvest, Inc. (California)
Nvest, Inc. (California) Internet Software/ServicesTechnology Services Provides information services on finance portals | Technology Services |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jurika, Mills & Keifer LLC
Jurika, Mills & Keifer LLC Investment ManagersFinance JMK maintains an active viewpoint on the world and the financial markets, incorporating near and long-term outlooks for economic growth, valuation, major trends, inflation, and potential risks. This approach drives their asset allocation and investment selection processes. The firm selects investment vehicles, including individual equities, bonds, mutual funds and ETFs that they believe offer the most effective way to gain exposure to a particular asset class, market segment, or objective. | Finance |
Fullerton College
 Fullerton College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Finance |
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