Profilo
Donlad Lee Keller was the founder and had founded Torch Wealth Management LLC in 2013, where he held the title of Chief Investment Officer & Owner.
He was also the President & Chief Investment Officer at Haberer Registered Investment Advisor, Inc. from 2010 to 2013.
Mr. Keller holds an MBA degree from Xavier University and an undergraduate degree from the University of Cincinnati (Ohio) which he received in 1982.
Precedenti posizioni note di Don Keller
| Società | Posizione | Fine |
|---|---|---|
Haberer Registered Investment Advisor, Inc.
 Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | Presidente | - |
Torch Wealth Management LLC
 Torch Wealth Management LLC Investment ManagersFinance Torch Wealth Management LLC (TWM) is an independent wealth management firm headquartered in Cincinnati, Ohio and was founded in 2013. The firm is a direct subsidiary of Journey Advisory Group LLC. TWM provides management services to individual and institutional clients. | Fondatore | - |
| US BANCORP | Corporate Officer/Principal | - |
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Direttore degli Investimenti | - |
Rational Advisors, Inc.
 Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Gestore di Portafoglio-Azioni | - |
Formazione di Don Keller
| University of Cincinnati (Ohio) | Undergraduate Degree |
| Xavier University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| US BANCORP | Finance |
| Aziende private | 4 |
|---|---|
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | Finance |
Rational Advisors, Inc.
Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Finance |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Finance |
Torch Wealth Management LLC
Torch Wealth Management LLC Investment ManagersFinance Torch Wealth Management LLC (TWM) is an independent wealth management firm headquartered in Cincinnati, Ohio and was founded in 2013. The firm is a direct subsidiary of Journey Advisory Group LLC. TWM provides management services to individual and institutional clients. | Finance |
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