Scott Lewis Keller
Algemeen Directeur bij Marietta Wealth Management LLC
Profiel
Mr. Scott L.
Keller, CFA MBA, is a Managing Principal, Co-Founder & Chief Investment Officer at Marietta Wealth Management LLC.
He provides comprehensive investment and retirement planning to help individuals and institutions achieve their financial goals.
He meets and works with investors to create, enhance and improve customized retirement plans for themselves, their team members and their companies.
He holds more than 20 years of experience in money management and financial planning.
Before launching Marietta Wealth Management, LLC, he spent over 18 years as a Manager of one of Atlanta’s largest independent financial advisory firms where he managed all institutional investors with the firm.
He also met with individual clients and served as a member of the investment committee.
In 1988, Mr. Keller began his career in the banking industry with Trust Company, now SunTrust Bank, where he served as a Credit Analyst.
Mr. Keller earned a Bachelor of Business Administration in Finance at the University of Georgia and a Master of Business Administration from Mercer University.
Actieve functies van Scott Lewis Keller
Bedrijven | Functie | Begin |
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Marietta Wealth Management LLC
Marietta Wealth Management LLC Investment ManagersFinance Marietta Wealth Management LLC (Marietta Wealth) is a privately-held registered investment advisory firm headquartered in Marietta, Georgia. The firm was founded by Scott L. Keller in 2015. Marietta Wealth provides advisory services to individuals, families, trusts, and estates. | Algemeen Directeur | 01-01-2015 |
Eerdere bekende functies van Scott Lewis Keller
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Mizuho Corporate Bank Ltd. (India) | Corporate Officer/Principal | - |
G. W. Henssler & Associates Ltd.
G. W. Henssler & Associates Ltd. Investment ManagersFinance G.W. Henssler & Associates Ltd. (GWH) is an independent, SEC-registered investment advisor headquartered in Kennesaw, Georgia. The firm was founded by Dr. Gene Henssler in 1987 and does-business-as Henssler Financial. GWH provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trust accounts, and other US and international institutions. | Analyst-Equity | - |
Opleiding van Scott Lewis Keller
Mercer University | Masters Business Admin |
University of Georgia | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 3 |
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G. W. Henssler & Associates Ltd.
G. W. Henssler & Associates Ltd. Investment ManagersFinance G.W. Henssler & Associates Ltd. (GWH) is an independent, SEC-registered investment advisor headquartered in Kennesaw, Georgia. The firm was founded by Dr. Gene Henssler in 1987 and does-business-as Henssler Financial. GWH provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trust accounts, and other US and international institutions. | Finance |
Mizuho Corporate Bank Ltd. (India) | |
Marietta Wealth Management LLC
Marietta Wealth Management LLC Investment ManagersFinance Marietta Wealth Management LLC (Marietta Wealth) is a privately-held registered investment advisory firm headquartered in Marietta, Georgia. The firm was founded by Scott L. Keller in 2015. Marietta Wealth provides advisory services to individuals, families, trusts, and estates. | Finance |