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Bryan Keane, CFA

Bryan Keane, CFA

Senior Analyst

Followers of Bryan Keane, CFA668 followers
location of Bryan Keane, CFANew York City Metropolitan Area

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  • Timeline

  • About me

    Helping Individuals and Small Business Owners Organize Their Financial Lives and Reach Their Goals

  • Education

    • Mahopac High School

      -
      Economics

    • Wesleyan University

      -
      Bachelor of Arts (B.A.) Economics

    • NYU Stern School of Business

      -
      Master of Business Administration (MBA) Finance, General

  • Experience

    • Value Line

      Jan 1996 - Jan 1999
      Senior Analyst

    • Wafra Investment Advisory Group

      Jan 1999 - Jan 2003
      Vice President

    • U.S. Trust

      Jan 2003 - Jan 2007
      Senior Vice President

    • Alpine Woods Capital Investors

      Jan 2007 - Jan 2015
      Senior Analyst/Portfolio Manager

    • Opus Advisory Group

      Jan 2016 - Jan 2016
      Financial Advisor

    • Alexandria Capital | A Hightower Company

      Jan 2017 - now
      SVP, Senior Wealth Advisor

  • Licenses & Certifications

    • CFA Institute Charterholder

      CFA Institute
      Aug 2000
      View certificate certificate

    • Chartered Financial Analyst

      CFA Institute
      Jun 2000

  • Volunteer Experience

    • Baseball/Softball Coach

      Issued by White Plains Little League on Jan 2010
      White Plains Little LeagueAssociated with Bryan Keane, CFA

    • Basketball Coach

      Issued by White Plains Recreation/OLS CYO on Jan 2014
      White Plains Recreation/OLS CYOAssociated with Bryan Keane, CFA