Profil
Mr. Anthony G.
Benson, CFA, is a Senior Portfolio Manager at Keel Point LLC.
He is a member of the Investment Team at the firm and his primary responsibilities include leading weekly investment team meetings, constructing and managing client portfolios, client portfolio review meetings, research on asset allocation and investment managers, and writing the Firm’s monthly investment update.
Prior to joining Keel Point, Mr. Benson worked for the global investment consulting firm Cambridge Associates.
He received his B.A.
degree in Economics from The College of William & Mary.
He is a CFA charter holder.
Aktive Positionen von Tony Benson
Unternehmen | Position | Beginn |
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Keel Point LLC
Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Analyst-Equity | 01.01.2015 |
Ausbildung von Tony Benson
The College of William & Mary | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Keel Point LLC
Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Finance |