Bruce K. LeeFounder and CEO, Wealth Advisor
Bruce is the Founder of Keebeck Wealth Management, and the source of its namesake. Keebeck, Bruce’s given name in 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 of 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 Hinsdale, Illinois.
Joseph PolakoffPartner, Wealth Advisor
As a Partner at Keebeck Wealth Management, Joe brings over 17 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 additional to his Leadership responsibilities, Joe also spend 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.
Mathew Klody, CFAManaging Director, CIO
As the Chief Investment Officer, Mat’s experience with asset allocation and investment selection guides Keebeck Wealth Management’s Investment Committee. Prior to joining Keebeck Wealth Management, Mat was the founder of a Private Label Long / Short Hedge Fund and has held posts as the Senior Vice President and Analyst at Chicago-based Sheffield Asset Management from 2007-2012. Mathew began his career as an investment analyst at Alleghany Corporation covering the equity portfolio, corporate development and the reinsurance portfolio.
Mathew graduated summa cum laude from the University of Notre Dame with a degree in finance and business economics. He has served as a guest lecturer to the Notre Dame Institute for Global Investing, the Behavioral Finance class and the Applied Investment Management program at the Mendoza College of Business at the University of Notre Dame. He was a speaker at the 2017 Grant’s Interest Rate Observer Spring Conference and was named an emerging manager speaker at Invest for Kids 2017 in Chicago.
Mr. Klody is a Chartered Financial Analyst, a member of the CFA Institute. He is a member of the Parish Council at St. Joan of Arc Church in Lisle, IL
Stephanie Roberts, MBAManaging Director, Director of Operations
As the Director of Operations at Keebeck Wealth Management, Stephanie relies on her 25 years of financial services experience.
After receiving her MBA with a focus on International Business Finance from the University of Notre Dame, she worked at the Chicago Board of Options Exchange trading equity options. She then moved to London, England and traded German equity options with Mako Derivatives. Stephanie then started a family and moved back to the US joining Smith Barney. Stephanie worked in the Regional offices in Chicago at Morgan Stanley Smith Barney as a Regional Administrator which oversaw 32 branches in 9 states. In 2009, she and her family moved to San Diego and later joined the independent space and with other MSSB colleagues forming Washington Wealth Management, an Independent RIA and was Director of Operations and Transitions. Stephanie then joined Ibis Capital – an independent RIA and became Director of Institutional Relations/Advisor Services where she spearheaded and launched a proprietary asset management company with her firm partners.
In October 2014, Stephanie became a self-employed consultant to RIAs and financial advisors entering the RIA space. She has consulted, educated and on-boarded over 400 hundred financial advisors/teams since the onset of her career in the independent space.
Alexa HymanVice President, Client Solutions
Alexa serves as VP of Client Solutions 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.
Christopher DuffVice President, Analyst
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.
Matthew Carey, JDAssociate, Analyst
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, options, and derivatives, including index options, interest rate swaps, fixed income, and foreign exchange.
Matt 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.
Derek FeilmeierAssociate, Client Solutions
As a member of the client 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.
Rich MagnusonTax Advisor
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.