Profiel
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.
Actieve functies van Tony Benson
| Bedrijven | Functie | Begin |
|---|---|---|
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 |
Opleiding van Tony Benson
| The College of William & Mary | Undergraduate Degree |
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| Bedrijven in privébezit | 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 |
