Jeff Keane

Partner, Director of Business Development

jeff_keane

Jeff Keane

jeff_keane

Share:

Jeff Keane is a Partner and the Director of Business Development for Capital Investment Advisors (CIA). He joined the team in 2014 as a seasoned professional in the investment industry. He kicked off his career in 2006 as Vice President Charitable Planning Consultant at Fidelity in Atlanta. After working with Fidelity he moved on to work with Altegris as the Regional Director. Jeff now focuses on developing relationships and fostering communication with outside financial planning professionals around the United States to find symbiotic relationships for their clients. He helps these companies to understand how CIA’s income investing strategy works, and to see if it would be a good fit for their clients’ portfolios. His unique experience working in Charitable Planning has given him an understanding of how best to make these connections between outside financial groups, clients and CIA.

Share:

Read other Articles

Megan Pelts

Megan Pelts is a Tax Manager for Capital’s Accounting &

Emily Sheehan

Emily Sheehan is an operations assistant for Capital Investment Advisors

Olivia Carufel

Olivia Carufel is an operations assistant for Capital Investment Advisors

Tools & Calculators

Ready to talk with an advisor?

Follow us on: