Founded in 1931, CS McKee is an institutional investment advisor, managing equity, fixed income and multi-asset class portfolios for public entities, Taft-Hartley plans, insurance companies, corporations, endowments, foundations, hospitals, schools, and religious organizations. Assets under management are over $10 billion, large enough to attract investment professionals of the highest caliber, yet small enough to be responsive to individual client objectives. CS McKee manages assets for clients in over 35 states, the District of Columbia and Canada. 

CS McKee

Tim Ford

This department manages investment portfolios, focusing on strategy and performance across various equity markets.

Portfolio Management

This department oversees the management and optimization of distribution channels and client service interactions.

Distribution and Client Service

This department is responsible for managing client relationships and ensuring effective communication between clients and the organization.

Client Services

This department oversees the strategic direction and operational management of the organization.

Executive Leadership

This department oversees investment strategies and portfolio management across various equity segments.

Equity Management

This department focuses on market research, promotion, and strategy to enhance brand visibility and drive sales.

CS McKee

Org chart

Teams

Portfolio Management

Distribution and Client Service

Client Services

Executive Leadership

Equity Management

Marketing Department

Offices

CS McKee

Org chart

Teams

Portfolio Management

Distribution and Client Service

Client Services

Executive Leadership

Equity Management

Marketing Department

Offices

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