KEVIN M. KEEFE, CFA
During his 22-year career in financial services, Kevin has developed unique insight into the industry through diverse roles in the areas of distribution, product, outsourced services, and market research and consulting.
Since March of 2009 Kevin has been an independent consultant affiliated with FUSE Research Network and has executed a range of customized consulting and research projects. His primary focus has been working with broker-dealers and asset managers on the strategy and execution of client-centric platforms, programs, and capabilities to increase sales, improve productivity, and enhance competitive position.
Prior to FUSE, Kevin was a Senior Vice President at LPL Financial, overseeing their Financial Planning, Sponsor Relations, and Wealth Management efforts. Prior to assuming that role, Kevin was responsible for product development within the LPL Investment Research group, as well as the development and day-to-day management of LPL’s Overlay Portfolio Management staff.
Prior to joining LPL in 2004, Kevin was a Senior Vice President at BISYS, where he oversaw the creation and ongoing operation of an investment services business unit delivering high-net-worth platform solutions for institutional asset management and distribution firms.
Prior to his work at BISYS, Kevin was a Vice President and Senior Consultant with Financial Research Corporation (FRC), where he developed and maintained a high-net-worth consulting practice for the firm. At FRC, Kevin was responsible for delivering customized consulting engagements for client senior management in practice areas including, investment product management; distribution channel analysis and business plan development; high-net-worth marketing and distribution strategy; and managed account platform design and implementation.
Kevin has also held senior product management and development roles at Fidelity Investments and New England Financial, and began his career in 1987 as a retirement representative at the Pioneer Group of Mutual Funds.
Mr. Keefe earned a B.S. in Business Administration with a concentration in Finance from Suffolk University’s Sawyer School of Management. He also earned the Chartered Financial Analyst designation in 1997. He is a member of the CFA Institute, the Boston Security Analysts Society, the MMI, and the FPA. Kevin also holds FINRA Series 24, 7, 66 and 63 licenses.