Don Keeney

Don A. Keeney, CFA, CFP
Principal, Portfolio Manager

Don is the co-manager of the Large Cap Core and Equity Income Equity Strategies. He is the primary relationship manager in the Nashville office, spearheading the Personal Wealth and Financial Planning efforts for the company. Don is also the creator and manager of the company’s mutual fund investment strategies

Work History:
M Capital Advisors:  Portfolio Manager and Principal
Hilliard Lyons:  Portfolio Manager
Mastrapasqua Asset Management:  Senior Equity Analyst
National Bank of Commerce:  Trust Officer

Education and/or Professional Designations:
M.B.A., Finance, Vanderbilt University
B.A., Economics and Math, Rhodes College
Chartered Financial Analyst and a member of the CFA Institute and of the Nashville Society of Financial Analysts
Certified Financial Planner and a member of the Nashville Financial Planners Association

Personal Interests:
With three incredibly active children, much of Don’s free time is spent carrying and chasing them around, not to mention helping support his wife and her various business endeavors – running a youth travel soccer club and an indoor athletic facility! Downtime is spent exercising, reading, and traveling to visit family and friends.

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