ASSET CONSULTING GROUP
Patrick Keeley, CFA, currently serves as a Senior Research Analyst at ASSET CONSULTING GROUP since April 2022, previously holding the position of Research Analyst in Fixed Income. From July 2012 to February 2021, Patrick worked at Elementum Advisors, LLC, progressing from Analyst to Vice President of Investments, where responsibilities included managing diverse investment portfolios and conducting thorough fundamental analysis on over 200 catastrophe bond issuances. Earlier in career, Patrick gained experience as an Investment Risk Management Intern at Northwestern Mutual. Patrick earned a Bachelor of Science in Finance with a focus on Applied Investment Management from Marquette University in 2012.
ASSET CONSULTING GROUP
Asset Consulting Group (ACG) is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice to a select group of clients. At ACG, our success and longevity are a result of the depth and stability of our team, our accuracy and innovation, our expert research, and the custom solutions we provide to our clients. We advise to over 100 billion dollars in client assets. Our structure combines the resources of a larger firm with the flexibility of a smaller firm. Our clients include private investors, endowments, foundations, pension funds & insurance companies. Our Managing Directors have worked together at ACG for an average of 25 years, providing both consistency and continuity in our approach and process. Our senior investment professionals are highly credentialed in many disciplines including: investment management, securities trading, custody, real estate, mortgage banking and public accounting. Our team-oriented approach brings the depth of necessary resources to each individual relationship, and our clients have confidence that our recommendations are based upon significant research and experience. Investing involves risk, including the possible loss of principal.