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Donna serves as Vice President, Wealth Planner of the Portfolio Solutions Group at Keebeck Wealth Management. She brings over 12 years of industry knowledge and experience in financial planning, investment management, relationship management, and pre-exit planning within the ultra-high-net-worth-space. Donna’s area of emphasis within the organization is to support the ‘Foundation’ (Financial Planning) leg of Keebeck’s value proposition: Foundation, Construction, and Access. No matter the complexity of one’s financial picture, she will work with you on delivering customized financial plans and solutions.
Prior to joining Keebeck Wealth Management, Donna served as a Private Wealth Relationship Manager within Merrill’s ultra-high net worth division, and has held various roles within the industry prior to that. In her previous capacity, she was responsible for the team’s investments, financial planning, advising the next generation, and helping business owners with pre-exit planning.
Donna graduated with a dual BBA/MBA from Loyola University in Marketing and International Business, with a concentration in Finance. Donna holds the Certified Exit Planning Certificate (CEPA) and Chartered Retirement Planning Counselor℠ (CRPC®) designations.
As Vice President, Relationship Manager of the Portfolio Solutions Group, Bill Seyfarth relies on his 10 years of Financial Services Industry experience. His focus within the firm is to execute on the Keebeck client experience and create definable outcomes through portfolio construction, wealth planning and unique offerings.
Prior to joining Keebeck, Bill served as an Associate for Goldman Sachs, Ayco Personal Financial Management, focused on providing financial planning services to Fortune 500 Corporate Executives and Senior Leaders. Bill also served as a Senior Associate at Dimensional Fund Advisors, applying academic research and a multi-factor investment approach to help financial advisors build differentiated, client-focused businesses.
Bill graduated from Northwestern University with a Bachelor of Arts & Sciences in Economics and Political Science. In 2018, Bill received his M.B.A. with a concentration in Finance from the University of Kansas.
As President of Keebeck Wealth Management, Joe brings over 20 years of experience servicing the ultra-high net worth marketplace. Joe’s focus is marshaling all of the integral resources and providing the highest level of service needed to properly structure a multi-family Wealth Management platform.
Prior to joining Keebeck Wealth Management, Joe served as Director of Merrill Lynch’s Private Banking & Investment Group, Merrill Lynch Wealth Management International and its Institutional Client Segment. In addition to his Leadership responsibilities, Joe also spent 6 years living and working in Geneva, Switzerland leading a Global offering for Merrill Lynch Bank Suisse S.A. Areas of expertise focused on ultra high-net-worth and specialized institutional clients globally.
A loving father of two young daughters and a dedicated husband, Joe lives on the North Shore of Chicago and actively plays a role in his religious community and the local public school system.
Alexa serves as Chief Marketing Officer at Keebeck Wealth Management, bringing several years of experience in account management and digital marketing. Alexa works as the initial touchpoint for clients and ensures their every need is met with speed and consistency. She is the responsive interface between the client and firm – helping to unify team efforts, integrate technology and fill a communication gap recognized in the corporate private banking and investment space. She leads the client solutions team to create a dynamic, seamless and high-quality experience for every client. Alexa also manages Keebeck’s integrated marketing campaigns and social presence.
Before joining Keebeck Wealth Management, Alexa spent several years working for a non-profit digital marketing team in Los Angeles, California managing key client relationships and building a product to centralize data, news and events for large corporate environments. She graduated from Albion College with a Bachelors of Arts in Business and Journalism. She is an avid surfer, camper, writer and volunteer of a local women’s crisis center in Chicago.
Prior to joining Keebeck, Matt spent 4 years working at the Chicago Mercantile Exchange (CME) supporting multiple commodity brokerage firms. While working at the CME he delivered market analysis for institutional and retail clients with a broad range of needs. Among his duties were providing customers with liquidity analysis and oversight of the execution of orders in futures and options markets.
Matt’s experience includes internships with the Commodity Markets Council, and Delta Strategy Group in Washington D.C., where he worked with legislators to achieve the regulatory goals of industry members. He also served as a judicial extern for the Northern District of Illinois.
Matt graduated from Indiana University – Bloomington with a B.A in Political Science and a minor in Finance from the Kelley School of Business. Matt has also received his J.D. from The John Marshall Law School, Chicago in 2018.
As Vice President, Analyst at Keebeck Wealth Management, Chris brings several years of experience in the wealth management industry. Chris began his career in the financial industry with Mann Group at the Chicago Mercantile Exchange (CME). This experience led him to working at organizations including Bank of America Merrill Lynch, UBS, and AXA Advisors where he oversaw the asset allocation and execution of over $300 million in assets using ETF models before joining Keebeck Wealth Management.
Chris focuses on financial planning, model-based asset management, tax loss harvesting, and alternative investments. His background in both fundamental and technical analysis supports the investment process for both equities and fixed income. As a member of the Keebeck investment team, Chris is an integral part of aligning portfolios to clients’ goals.
Outside interests include spending time with his niece and nephew and enjoying hobbies such as sporting clay shooting, fishing, snowboarding, and golfing.
As a member of the digital solutions team, Derek’s primary objective is to ensure that each client’s needs are met efficiently and in a timely manner. By directing his full attention to the needs of the client, he is able to provide a personalized and intimate experience that is sometimes not found at large corporate institutions. His duties also include implementing and utilizing digital solutions to provide complete transparency between the client and firm. Prior to joining Keebeck, Derek was a special project lead at Kansas Big Brothers Big Sisters.
Derek’s hobbies include reading, live music, fantasy football, and long summer days on the lake. To him, perfect serenity means sitting on the porch during a rainstorm with a book and a hot cup of tea.
As Vice President of Client Service, Benny relies on his 10 years of Financial Services Industry experience. His focus within the firm is to execute on the client experience we’ve set forth when delivering ongoing service and operations.
Prior to joining Keebeck, Benny served as an integral part of the Pershing Advisor Solutions Operations & Support Team, focused on Registered Investment Advisory Firms in the Ultra High Net Worth client segment. In his capacity, he executed on firms day-to-day needs as well as complex wealth management resolutions. With the experience obtained at Pershing Advisor Solutions, Benny comes with the insight gained by working with different advisor and client needs, along with the ability to resolve complex scenarios for the benefit of our clients. Benny began his career at Charles Schwab & Co. where he was able to quickly gather industry licensing and managing direct client engagements for both Affluent and Institutional Clients.
Benny graduated from the University of Central Florida with a Bachelor of Science in Business Administration with concentration in Finance, and is currently pursuing his Master of Business Administration at the University of Central Florida with a target Graduation of 2022.
Donna serves as Vice President, Wealth Planner of the Portfolio Solutions Group at Keebeck Wealth Management. She brings over 12 years of industry knowledge and experience in financial planning, investment management, relationship management, and pre-exit planning within the ultra-high-net-worth-space. Donna’s area of emphasis within the organization is to support the ‘Foundation’ (Financial Planning) leg of Keebeck’s value proposition: Foundation, Construction, and Access. No matter the complexity of one’s financial picture, she will work with you on delivering customized financial plans and solutions.
Prior to joining Keebeck Wealth Management, Donna served as a Private Wealth Relationship Manager within Merrill’s ultra-high net worth division, and has held various roles within the industry prior to that. In her previous capacity, she was responsible for the team’s investments, financial planning, advising the next generation, and helping business owners with pre-exit planning.
Donna graduated with a dual BBA/MBA from Loyola University in Marketing and International Business, with a concentration in Finance. Donna holds the Certified Exit Planning Certificate (CEPA) and Chartered Retirement Planning Counselor℠ (CRPC®) designations.
Donna lives in Chicago’s Lincoln Park neighborhood with her two “fur” babies, Hachi, a very sassy Shiba Inu, and Sadie, a very spunky shepherd mix. She is an avid snowboarder and is a fourth degree black belt in Taekwondo. In her spare time, she enjoys traveling, playing foosball, golfing, and mentoring.
As Vice President, Credit Portfolio Manager of the Portfolio Solutions Group, Brian relies on his five years of Financial Services Industry experience. His focus within the firm is the liabilities side of clients’ net worth providing creative credit solutions for our clients.
Prior to joining Keebeck, Brian served as a Senior Credit Portfolio Manager in the Global Family Office Group at Northern Trust, focused on structuring strategic credit solutions to address liquidity needs and balance sheet management for ultra-high net worth of the organization. Additionally, Brian engaged in the due diligence and underwriting process, analyzing financial statements of Northern Trust’s most complex clientele. Prior to that, Brian held internships at Geneva Trading, LLC and the Public Funds and Taft Hartley Group at Northern Trust.
Brian graduated from Dartmouth College with a Bachelor of Arts in 2017 and served as a varsity athlete on the football team. Outside of the office, Brian serves on the Big Shoulders Fund Auxiliary Board Fundraising Committee and Ball Committee.
Gabby joins us as an Associate on the Client Service team at Keebeck, focused on optimizing workflow and streamlining information for our clients. She is an integral member of our Portfolio Solutions Group, providing our clients with a dedicated team to execute on wealth planning, portfolio construction, and unique offerings.
Gabby is from Cleveland Ohio and recently moved to Chicago. She graduated from Miami University with her Bachelor of Science in Business, with a concentration in Marketing and Business Analytics in May 2022. During her time at Miami, she interned with Union Home Mortgage for two years on the Consumer Direct team and volunteered in her spare time in the local Oxford Ohio community. Some of her favorite pastimes include boating on Lake Erie, spending time with her family and friends, and traveling. Gabby is excited to begin her career at Keebeck!
As Executive Assistant at Keebeck Wealth Management, Beverly brings over 20 years of experience as a concierge and hospitality expert. She began her career as a corporate assistant where she was exposed to a variety of businesses and individuals across industries such as radio, television, advertising, and property management. These experiences gave her the knowledge and skills to launch her own concierge business. Beverly considers each day to be a unique opportunity to elevate her clients’ lifestyles with her superior organization, project management, and communication skills.
Beverly’s primary role at Keebeck is to assist CEO Bruce K. Lee and provide multi-family office style concierge services that Keebeck’s multi-generational clients have become accustomed to. She will also manage Keebeck’s newest office in her hometown of Scottsdale, Arizona.
Beverly was born in L.A., raised in Scottsdale, and spent time living in Italy where she learned her third language – Italian. In 2019 she returned to Scottsdale to join the concierge team at Silverleaf, an exquisite private golf club tucked into the canyons of the McDowell Mountains and surrounded by the McDowell Sonoran Preserve. Silverleaf is where she met Bruce Lee, who immediately saw Beverly’s potential to streamline communication internally and with clients during the unprecedented COVID-19 pandemic. She is excited to use her positive attitude, outgoing personality, and strong work ethic to assist clients and work alongside the incredible Keebeck team!
Rich consults with the family offices and Individuals discussing income tax matters.
Rich spent a majority of his time working with the financial services tax practice serving banks, savings institutions, finance companies, mortgage bankers, asset managers, and mortgage REITS. He was nationally recognized at E&Y as an expert in mortgage banking, securitization, and mortgage REIT taxation.
Rich graduated with honors from the University of California, Santa Barbara, where he received his B.A. in Business Economics with accounting emphasis. HE then went on to receive his Masters of Business Taxation from the University of Southern California. Rich also maintains a California CPA License.
Bruce is the Founder of Keebeck Wealth Management, and the source of its namesake. Keebeck, Bruce’s given name by his first generation US immigrant parents, means “to ascend.”
As a Wealth Advisor, Bruce draws on his extensive knowledge of multi-generational wealth creators to determine the role an advisor can serve in a client relationship. With 33 years of investment experience alongside some of the worlds largest financial institutions. Bruce leads Keebeck Wealth Management with a vision of empowering clients through a transition of being the CEO of their company to becoming CEO of their capital.
In the past, Bruce was named to the Barron’s “Top 100 Financial Advisors” list every year since 2007, the Barron’s “Top 1,200 Financial Advisors” list in 2015, 2016, 2017, and 2018 and the Financial Times’ “Top 400 Financial Advisors” in 2014.
Bruce serves on the Board of Trustees for The University School of Milwaukee, and formerly served on the board of the John G. Shedd Aquarium, and The DuPage Community Foundation. Bruce and his wife, Jennifer, along with their two daughters, Mia and Lauren, live in Chicago, Illinois.