Miriam Sue Boysen

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Profile

Miriam Sue Boysen worked as a Director of Shareholder Services at Unified Management Corp.
She then served as a Senior Family Wealth Director at Keel Point LLC from 2015 to 2023.
Prior to that, she was a Principal at Mason Cos., Inc. and Chief Wealth Officer at Keel Point Advisors LLC.
She also worked as an Assistant at Financial Planning & Management, Inc. Ms. Boysen obtained her undergraduate degree from the University of Nebraska.

Former positions of Miriam Sue Boysen

Companies	Position	End
Keel Point LLC Keel Point LLC Investment ManagersFinance Keel Point uses a team-driven fundamental and quantitative process to create diversified long-term and tactical portfolios which meet clients' personal investment goals and objectives within the constraints of their risk tolerance, liquidity needs, time horizons, tax situations and investment restrictions. They develop strategic and tactical asset allocations for clients based on analysis of short-term and strategic macro and microeconomic themes.	Portfolio Manager-Equities	01/09/2023
Mason Cos., Inc. Mason Cos., Inc. Wholesale DistributorsDistribution Services Sells footwear, apparel and accessories	Corporate Officer/Principal	-
Keel Point Advisors LLC Keel Point Advisors LLC Investment ManagersFinance Provides investment advice	Portfolio Manager-Equities	-
Financial Planning & Management, Inc. Financial Planning & Management, Inc. Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
Unified Management Corp. Unified Management Corp. Personnel ServicesCommercial Services Provides temporary employee services	Corporate Officer/Principal	-

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Linked companies

Private companies	6
University of Nebraska University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Unified Management Corp. Unified Management Corp. Personnel ServicesCommercial Services Provides temporary employee services	Commercial Services
Keel Point LLC Keel Point LLC Investment ManagersFinance Keel Point uses a team-driven fundamental and quantitative process to create diversified long-term and tactical portfolios which meet clients' personal investment goals and objectives within the constraints of their risk tolerance, liquidity needs, time horizons, tax situations and investment restrictions. They develop strategic and tactical asset allocations for clients based on analysis of short-term and strategic macro and microeconomic themes.	Finance
Mason Cos., Inc. Mason Cos., Inc. Wholesale DistributorsDistribution Services Sells footwear, apparel and accessories	Distribution Services
Keel Point Advisors LLC Keel Point Advisors LLC Investment ManagersFinance Provides investment advice	Finance
Financial Planning & Management, Inc. Financial Planning & Management, Inc. Investment ManagersFinance Provides investment advice	Finance