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Jolie Keller, CFA

Director Of Investment Operations

Jolie Keller, CFA, is a seasoned professional with a strong background in investment operations and research.

Jolie has held significant roles in various reputable organizations, showcasing her expertise in investment management.

Formerly, she served as the Director of Investment Operations at Myklebust, Horne and Fies Financial Group with Northwestern Mutual, overseeing investment strategies and operations.

Prior to that, she was the Director Of Investment Research at Pegasus Partners, Ltd, where she conducted in-depth research to support investment decision-making.

Jolie also worked as a Senior Investment Analyst at Reinhart Partners, Inc., Capital Market Consultants, LLC, and as a Portfolio Manager at Silverhawk Capital Management, honing her analytical skills and market insights.

Her experience as the Head Equity Trader/Research Analyst at Ziegler Capital Management, LLC, further underscores her proficiency in equity trading and research.

Additionally, she contributed her expertise as an Assistant Portfolio Manager at Morgan Dempsey Capital Management.

Jolie Keller's diverse roles in the investment industry have equipped her with a comprehensive skill set and a deep understanding of financial markets.

Jolie Keller, CFA
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Location

Thiensville, Wisconsin, United States