Luke Edward Keene
Chief Investment Officer bij Leverty Financial Group LLC
Profiel
Mr. Luke E.
Keene is a Partner & Chief Investment Officer at Leverty Financial Group LLC.
His primary role is working directly with clients as their lead advisor.
He meets with clients daily to review and clarify their goals for their financial future.
His dedication to understanding firm clients’ needs and commitment to ensuring we provide the best recommendations for every client are qualities that allow him to excel in his role.
As CIO, he is the Chair of firms Investment Committee, which helps keep market-related concerns affecting firm clients at the forefront of his mind.
Mr. Keene was previously employed as an Associate by Northwestern Mutual Wealth Management Co.
He graduated from Saint John’s University with a major in Entrepreneurial Management and a minor in Economics.
Actieve functies van Luke Edward Keene
| Bedrijven | Functie | Begin |
|---|---|---|
Leverty Financial Group LLC
 Leverty Financial Group LLC Investment ManagersFinance Leverty Financial Group LLC is a financial management company that works with successful executives and individuals who are considering retirement. Leverty Financial Group is based in Hudson, WI. The private company offers personalized wealth management services to help streamline financial decision-making and bring clarity, purpose, and confidence to planning. The company has a team of experienced professionals who pride themselves on continual learning to offer the best advice available. The company follows a client-centered approach built on always acting in the client's best interest and provide a thorough, trustful experience that leads to long-term, valued relationships. | Chief Investment Officer | 01-09-2020 |
Eerdere bekende functies van Luke Edward Keene
| Bedrijven | Functie | Einde |
|---|---|---|
Northwestern Mutual Wealth Management Co.
 Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Corporate Officer/Principal | 01-09-2020 |
Opleiding van Luke Edward Keene
| Saint John's University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Leverty Financial Group LLC
Leverty Financial Group LLC Investment ManagersFinance Leverty Financial Group LLC is a financial management company that works with successful executives and individuals who are considering retirement. Leverty Financial Group is based in Hudson, WI. The private company offers personalized wealth management services to help streamline financial decision-making and bring clarity, purpose, and confidence to planning. The company has a team of experienced professionals who pride themselves on continual learning to offer the best advice available. The company follows a client-centered approach built on always acting in the client's best interest and provide a thorough, trustful experience that leads to long-term, valued relationships. | Finance |
Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Finance |
