KM
Keith Marks
Chief Compliance Officer at Kelleher Financial Advisors
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Work Experience
Chief Compliance Officer
Oct 2022 - Present · 2 years and 2 months
Executive Director
Jan 2017 - Jun 2022 · 5 years and 5 months
Partner, Senior Consultant, General Counsel
Apr 2007 - Jun 2022 · 15 years and 2 months
Company Details
Since 1995, Kelleher Financial Advisors has provided clients with thoughtful and personalized solutions in many areas of financial planning. At KFA, we place our clients at the center of everything we do. And while situations and experiences differ, our belief is that every client deserves the very best of what we have to offer. Our firm acts as both an advisor, formulating long-term strategies, and as a manager, making specific recommendations and implementing decisions in areas such as portfolio construction, estate planning and investment management. KFA educates our clients, communicating with them and sharing our rationale and analysis about issues that should be considered on an ongoing basis and ensuring that appropriate actions are taken. We do not sell proprietary financial products and are paid solely by our clients. In this way, KFA is able to recommend and incorporate independent investment vehicles and managers into a portfolio as needed
Year Founded
1995
Social Media
Linkedin
Industry
Financial Services
HQ Location
New York, US
Keywords
Wealth ManagementAsset ManagementEstate PlanningRetirement PlanningTax PlanningCharitable PlanningEducation PlanningCash Flow ManagementInsurance Needsand Insurance Needs
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