Keith Edward Faulkner
Gestor de Cartera-Acciones en CapFinancial Partners LLC .
Perfil
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.
Cargos activos de Keith Edward Faulkner
| Empresas | Cargo | Inicio |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Gestor de Cartera-Acciones | 01/10/2019 |
Antiguos cargos conocidos de Keith Edward Faulkner.
| Empresas | Cargo | Fin |
|---|---|---|
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Gestor de Cartera-Acciones | 01/09/2019 |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Corporate Officer/Principal | - |
Formación de Keith Edward Faulkner.
| Framingham State College | Undergraduate Degree |
| Suffolk University | Masters Business Admin |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Finance |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
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