Keel Point
Ethan Gannuch currently serves as a Client Service Representative at Keel Point, a position held since July 2023. Prior to this role, Ethan worked at Fidelity Investments from June 2021 to July 2023, where responsibilities included serving as a Stock Plan Associate and a Customer Relationship Advocate. Earlier experience includes a position as a Personal Assistant at John Blue Realty, LLC in 2017, where Ethan gained insights into the commercial real estate industry by engaging with projects and small business owners. Ethan holds a Bachelor of Science in Business Administration with a focus on Logistics, Materials, and Supply Chain Management from Auburn University, awarded in 2021.
Keel Point
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.