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Bryan Paul Keller
President chez
Dakota Wealth Management LLC (Florida)
Profil
Bryan Paul Keller currently works at Dakota Wealth Management LLC (Florida), as President from 2025.
Mr. Keller also formerly worked at Banyan Partners LLC, as Director of Research from 2009 to 2014, SVB Wealth LLC, as Director of Research from 2014 to 2017, Adviser Investments Acquisition Co. LLC, as Research Analyst from 2006 to 2009, and Colonial Wealth Management, Inc., as Investment Analyst.
Mr. Keller received his undergraduate degree in 2006 from Drexel University.
Postes actifs de Bryan Paul Keller
| Sociétés | Poste | Début |
|---|---|---|
Dakota Wealth Management LLC (Florida)
 Dakota Wealth Management LLC (Florida) Investment ManagersFinance Operates as an investment management firm | President | 17/06/2025 |
Anciens postes connus de Bryan Paul Keller
| Sociétés | Poste | Fin |
|---|---|---|
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Directeur de la Recherche - Actions | 11/10/2017 |
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs. | Directeur de la Recherche - Actions | 26/11/2014 |
Adviser Investments Acquisition Co. LLC
 Adviser Investments Acquisition Co. LLC Investment ManagersFinance Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives. | Analyst-Equity | 01/04/2009 |
Colonial Wealth Management, Inc.
 Colonial Wealth Management, Inc. Investment ManagersFinance Provides wealth management services and investment advice | Corporate Officer/Principal | - |
Formation de Bryan Paul Keller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
69
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives. | Finance |
Drexel University
 Drexel University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs. | Finance |
Colonial Wealth Management, Inc.
Colonial Wealth Management, Inc. Investment ManagersFinance Provides wealth management services and investment advice | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Finance |
Dakota Wealth Management LLC (Florida)
Dakota Wealth Management LLC (Florida) Investment ManagersFinance Operates as an investment management firm | Finance |
