Profil
Mr. Kevin B. Markett is Lead Client Relationship Manager at Geller Family Office Services LLC where he also serves as Portfolio Manager and Member of Investment Committee.
Mr. Markett was employed by Russell Investments and Citi Private Bank.
Mr. Markett received his BA in Economics from Connecticut College and MBA in Finance from Marist College.
He is a Certified Financial Planner.
Anciens postes connus de Kevin Breen Markett
| Sociétés | Poste | Fin |
|---|---|---|
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology. | Corporate Officer/Principal | - |
Russell Investment Management LLC
Russell Investment Management LLC Investment ManagersFinance RIM’s portfolios are often invested using a multi-style, multi-manager open-architecture approach. The firm offers investment advice regarding equities and fixed-income securities, as well as certain derivative instruments. They may also recommend that managed account clients invest in affiliated funds, certain other pooled investment vehicles, other open- or closed-end mutual funds, separate account programs, individual securities, or other assets. | Corporate Officer/Principal | - |
Formation de Kevin Breen Markett
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Russell Investment Management LLC
Russell Investment Management LLC Investment ManagersFinance RIM’s portfolios are often invested using a multi-style, multi-manager open-architecture approach. The firm offers investment advice regarding equities and fixed-income securities, as well as certain derivative instruments. They may also recommend that managed account clients invest in affiliated funds, certain other pooled investment vehicles, other open- or closed-end mutual funds, separate account programs, individual securities, or other assets. | Finance |
Connecticut College
Connecticut College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marist College
Marist College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology. | Finance |
















