Profile
Mr. Jeffrey R.
Keen, CFA, is a Partner & President at Insight 2811, Inc. He started with the firm in 2005 and most recently has focused on enhancing business operations, including technology, communications, and investment processes.
Mr. Keen earned a B.A. in economics and business from Kalamazoo College.
Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago.
Jeff Keen active positions
| Companies | Position | Start |
|---|---|---|
Insight 2811, Inc.
Insight 2811, Inc. Investment ManagersFinance AZA specializes in building custom portfolios designed to adjust to changing market conditions. The firm strives to help long-term investors stay within their comfort zone while pursuing opportunities as markets cycle up and down. AZA employs quantitative analysis and qualitative research of the US and global economies, financial stress indicators, market valuations and trends, and various types of securities when formulating investment advice and managing assets. Portfolios are generally tailored to a client's personal goals, investment objectives, risk tolerance, and financial circumstances. | President | 01/03/2005 |
Training of Jeff Keen
Experiences
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Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Insight 2811, Inc.
Insight 2811, Inc. Investment ManagersFinance AZA specializes in building custom portfolios designed to adjust to changing market conditions. The firm strives to help long-term investors stay within their comfort zone while pursuing opportunities as markets cycle up and down. AZA employs quantitative analysis and qualitative research of the US and global economies, financial stress indicators, market valuations and trends, and various types of securities when formulating investment advice and managing assets. Portfolios are generally tailored to a client's personal goals, investment objectives, risk tolerance, and financial circumstances. | Finance |
Kalamazoo College
Kalamazoo College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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