Claire Keefe

Claire Keefe (Lieberman) has a diverse work experience in the finance industry. Claire is currently the Head of Portfolio Solutions at Fiduciary Trust Company since February 2020. Prior to this, Claire worked at Morgan Stanley from 2013 to 2019, where they served as the Manager of the Investment Strategy Team and was responsible for conducting due diligence of managed investment portfolios, UMA construction, performance analysis, and investment product research. Before that, Claire was an Assistant Vice President at AB from 2011 to 2013, where they conducted competitive analysis and assisted the National Accounts team with positioning AB funds on third-party research lists and models. Claire also has experience as a Senior Analyst/Associate Wealth Manager at HighTower from 2010 to 2011 and as a Consulting Group Analyst at Smith Barney - Morgan Stanley from 2008 to 2010. Claire started their career as a Summer Wealth Management Analyst Intern at Citi in 2007.

Claire Keefe (Lieberman) attended Middlebury College, where they studied Economics. Claire also participated in the CFA Institute Program and successfully completed the CFA Level 2 examination. Prior to that, they attended Milton Academy and New Trier High School. In addition to their education, Claire holds certifications in Series 66 and Series 7, although further information about the institutions and specific dates of obtaining these certifications are not provided.