![Keith Edward Faulkner](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>)
Keith Edward Faulkner
Gestionnaire de Portefeuille-Actions chez
CapFinancial Partners LLC
Profil
Mr. Keith E.
Faulkner is a Principal & Financial Advisor at CapFinancial Partners LLC.
He joined CAPTRUST in 2019.
He serves as a principal and financial advisor responsible for providing comprehensive portfolio management services to high-net-worth individuals, families, estates, and endowment investors.
Prior to joining the firm, he was a senior vice president & portfolio manager with Boston Advisors where he was responsible for providing comprehensive portfolio management services to high-net worth individuals, families, estates, and endowments.
While there, he co-managed the firm’s Dividend Growth Equity Strategy while also serving as Chairman for the firm’s internal 401(k) committee.
He earned a Bachelor of Arts degree in psychology from Framingham State University, and a Master of Business Administration degree from the Sawyer Business School of Suffolk University.
Postes actifs de Keith Edward Faulkner
| Sociétés | Poste | Début |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Gestionnaire de Portefeuille-Actions | 01/10/2019 |
Anciens postes connus de Keith Edward Faulkner
| Sociétés | Poste | Fin |
|---|---|---|
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities. | Gestionnaire de Portefeuille-Actions | 01/09/2019 |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services. | Corporate Officer/Principal | - |
Formation de Keith Edward Faulkner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services. | Finance |
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities. | Finance |
Framingham State College
 Framingham State College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Suffolk University
 Suffolk University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Finance |
