Keller Reid, CIPM

Keller Reid, CIPM, has held various roles in the financial services industry since 2010. From 2010 to 2012, they were the COO of Penson Execution Services, Inc., and from 2012 to 2014, they were the VP, Head of Execution Sales and Strategy and VP, Head of Trading and Execution Services at APEX Clearing Corporation. In 2014, they became the Principal of CKR Financial Services, LLC, providing consulting services in the areas of market structure, cybersecurity, regulatory compliance, execution services, and broker dealer/custodian selection. During the same year, they also became the Business Development of TradeDefenders and the Lead Shooter of Pyrotecnico. In 2015, they became the Consultant - Financial Services Industry Liason of BlackBoxStocks, Inc. and in 2017, they became an Advisory Council Member of SMU Digital Accelerator - SMU Cox School of Business. In 2018, they became the Co-Manager of ACM Enhanced Municipal Income, LP and in 2021, they became the Co-Manager of A/Y Digital Holdings, LP.

Keller Reid obtained their High School Diploma from the Texas Academy of Mathematics & Science in 1998. Keller then attended Carnegie Mellon University from 1998 to 2001, where they earned a BS in Social & Decision Sciences. Keller then attended The Wharton School from 2005 to 2008, where they earned a SII Institute in Financial Markets. In 2018, they obtained a Certificate in Investment Performance Measurement™ (CIPM) from the CFA Institute. Additionally, in 2014 they obtained a SEO: Fireworks Special Effects Operator from the Texas Department of Insurance and in 2008, they obtained a FPO: Fireworks Pyrotechnic Operator from the Texas Department of Insurance. Keller also holds Series 4, 7, 24, 55 and 63 (expired) from the Financial Industry Regulatory Authority (FINRA).