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 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.

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.

As the dedicated Executive Assistant 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 studies at Miami University (Ohio), where she earned a Bachelor of Arts degree in Strategic Communication, greatly contributes to her success as an Executive Assistant.

Outside of her professional pursuits, Lauren finds fulfillment in maintaining an active lifestyle through regular workouts. She also cultivates a passion for reading, continuously expanding her knowledge and staying attuned to industry trends.

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^SM (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 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.