Profil
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.
Anciens postes connus de Don Keller
| Sociétés | Poste | Fin |
|---|---|---|
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. | President | - |
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. | Fondateur | - |
| 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. | Directeur en chef des Investissements | - |
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. | Gestionnaire de Portefeuille-Actions | - |
Formation de Don Keller
| Xavier University | Masters Business Admin |
| University of Cincinnati (Ohio) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| US BANCORP | Finance |
| Entreprise privées | 4 |
|---|---|
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 |
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 |
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 |
