Keel Point
Tony Benson, CFA, serves as a Senior Portfolio Manager and member of the Investment Team at Keel Point since April 2008, where responsibilities include constructing and managing client portfolios, conducting client portfolio review meetings, and conducting research on asset allocation and investment managers. Prior to this role, Tony Benson worked as an Analyst at Cambridge Associates from 2005 to 2008 and completed an internship at the Export-Import Bank of the United States in 2004. Tony Benson holds a Bachelor of Arts degree in Economics from William & Mary, earned in 2005.
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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.