![Mark Alan Keller](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mark Alan Keller
Directeur Général chez
Confluence Investment Management LLC
Profil
Mr. Mark A. Keller, CFA, is a Chief Executive Officer & Chief Investment Officer at Confluence Investment Management LLC.
He provides overall leadership and oversees all of Confluence’s investment strategies and investment operations, including equity strategies, asset allocation and alternative investments.
In addition to his active involvement in the investment decisions of the firm, he has been instrumental in product development.
He has over 40 years of investment experience, with a focus on value-oriented equity analysis and management.
Prior to joining the firm, Mr. Keller was a Senior Vice President of A.G.
Edwards & Sons, Inc. and of Gallatin Asset Management, Inc., and was a member of the Board of Directors of both companies.
From 1994 to May 2008, he was Chief Investment Officer of Gallatin Asset Management, Inc., and its predecessor organization, A.G.
Edwards Asset Management, the investment management arm of A.G.
Edwards, Inc. He and his team were responsible for the management of over $10 billion of assets across various equity, asset allocation and fixed income strategies.
From 1999 to 2008, he was Chairman of the A.G.
Edwards Investment Strategy Committee, which set investment policy and established asset allocation models for the entire organization.
He was a founding member of this body and served on it for over 20 years.
He began his career with A.G.
Edwards in 1978, serving as an Equity Analyst for the firm’s Securities Research Department from 1979 to 1994.
During his last five years in Securities Research, he was Equity Strategist and Manager of the firm’s Focus List.
He earned his Bachelor of Arts from Wheaton College (Illinois) and is a CFA charter holder.
Postes actifs de Mark Alan Keller
| Sociétés | Poste | Début |
|---|---|---|
Confluence Investment Management LLC
 Confluence Investment Management LLC Investment ManagersFinance Confluences’ investment philosophy is based upon independent, fundamental research that integrates evaluation of market cycles, macroeconomics and geopolitical analysis with their value-driven, company-specific approach. The firm’s investment process utilizes a top-down approach to identify investable sectors, coupled with bottom-up, security selection. | Directeur Général | 01/05/2008 |
Anciens postes connus de Mark Alan Keller
| Sociétés | Poste | Fin |
|---|---|---|
Gallatin Asset Management, Inc.
 Gallatin Asset Management, Inc. Investment ManagersFinance Gallatin provides value-driven equity and fixed-income portfolios with proprietary asset allocation through cyclical portfolios of exchange-traded funds. They employ a value-based bottom-up approach to enhance capital appreciation while limiting downside risk through careful stock selection. The investment team generally invests in companies whose stocks trade below the estimates of fair value, which is determined by analyzing historical and forecasted free cash flow. | Directeur en chef des Investissements | 31/03/2008 |
A.G. Edwards Asset Management | Directeur en chef des Investissements | 22/11/2005 |
Formation de Mark Alan Keller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
30
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluences’ investment philosophy is based upon independent, fundamental research that integrates evaluation of market cycles, macroeconomics and geopolitical analysis with their value-driven, company-specific approach. The firm’s investment process utilizes a top-down approach to identify investable sectors, coupled with bottom-up, security selection. | Finance |
A.G. Edwards Asset Management | Finance |
Wheaton College (Illinois)
 Wheaton College (Illinois) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Gallatin Asset Management, Inc.
Gallatin Asset Management, Inc. Investment ManagersFinance Gallatin provides value-driven equity and fixed-income portfolios with proprietary asset allocation through cyclical portfolios of exchange-traded funds. They employ a value-based bottom-up approach to enhance capital appreciation while limiting downside risk through careful stock selection. The investment team generally invests in companies whose stocks trade below the estimates of fair value, which is determined by analyzing historical and forecasted free cash flow. | Finance |
