Generated by All in One SEO v4.9.10, this is an llms.txt file, used by LLMs to index the site. # Keebeck Wealth Management ## Sitemaps - [XML Sitemap](https://www.keebeck.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [News](https://www.keebeck.com/news/) - [Bruce Featured in WSJ](https://www.keebeck.com/2025/07/17/bruce-featured-in-wsj/) - Family-Backed Investment Firms Tap Entrepreneurial Roots for Direct Deals - [7 Years At Keebeck Wealth Management](https://www.keebeck.com/2025/07/17/7-years-at-keebeck-wealth-management/) - As we mark this milestone, we’re filled with gratitude — for the clients who trust us, the team that drives us, and the partners who continue to innovate alongside us. This year, we’re grateful to share this anniversary video in collaboration with our technology partners, Wealth.com and Moxo. Moxo, thank you for helping us further - [Announcing Our New Client App, Ask Keebs](https://www.keebeck.com/2024/03/21/announcing-our-new-client-app-ask-keebs/) - [Keebeck Launches 3-Year Anniversary Video](https://www.keebeck.com/2024/03/21/keebeck-launches-3-year-anniversary-video/) - Watch on Youtube ## Pages - [Home](https://www.keebeck.com/) - Welcome To The New Fiduciary. The only wealth management firm that’s fully aligned with you. By definition, being a fiduciary means that we are legally and ethically bound to always act in your best interest. Keebeck takes that fiduciary standard to the next level. We’re interested in a relationship that is mutually beneficial so we ## Team Members - [Henry Reilly](https://www.keebeck.com/team-member/henry-reilly/) - Henry Reilly is an Associate Analyst at Keebeck Wealth Management, where he supports the firm's investment research, market analysis, and strategic initiatives. Working closely with the investment and advisory teams, Henry conducts research on public and private market opportunities, analyzes economic and market trends, and contributes to the development of investment insights that help drive - [Benny Clavero](https://www.keebeck.com/team-member/benny-clavero/) - As Director of Operations and Technology, 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 & - [Abbas Kazmi](https://www.keebeck.com/team-member/abbas-kazmi/) - Abbas offers several years of institutional commercial real estate experience, with more than $2.5 billion invested across multiple asset classes over his career. His primary responsibilities include sourcing new investment opportunities, structuring transactions, and supporting client engagement for the recently launched Keebeck Real Estate platform. Abbas spent the early part of his career in Credit Suisse’s - [Chris Robertson](https://www.keebeck.com/team-member/chris-robertson/) - Chris brings over three decades of deep, institutional-grade real estate experience to Keebeck Wealth Management and leads the firm’s Arizona office and Keebeck Real Estate platform. Prior to joining Keebeck, he spent 15 years at Koch Asset Management and Koch Real Estate Investments, where he cultivated long-standing industry relationships and a disciplined, value-driven approach to - [Jackson Currier](https://www.keebeck.com/team-member/jackson-currier/) - Jackson Currier is a seasoned real estate investment professional with extensive experience in commercial real estate and fund structuring. In July 2025, he joined Keebeck Wealth Management to co‑lead the newly launched Keebeck Real Estate platform, drawing on his prior role with Koch Real Estate Investments. At Keebeck, Currier brings a disciplined, entrepreneurial mindset to - [Matthew Carey, JD](https://www.keebeck.com/team-member/matthew-carey-jd/) - 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 - [Lauren Lee](https://www.keebeck.com/team-member/lauren-lee/) - As the dedicated Chief of Staff at Keebeck Wealth Management, Lauren plays a pivotal role in providing high-level administrative support to the Keebeck team. With her dynamic and multifaceted role, Lauren showcases exceptional organizational skills, meticulous attention to detail, effective communication, and the ability to efficiently handle multiple tasks. Her strategic approach, honed through her undergraduate - [Bruce K. Lee](https://www.keebeck.com/team-member/bruce-k-lee/) - 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 - [Christopher Duff](https://www.keebeck.com/team-member/christopher-duff/) - 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 - [Joseph Polakoff](https://www.keebeck.com/team-member/joseph-polakoff/) - 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 ## Categories - [Uncategorized](https://www.keebeck.com/category/uncategorized/)