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Jo Anne Keck
Jo Anne Keck
Vice President of Private Wealth Management | Capital Wealth Advisors
New Orleans, Louisiana, United States
Jo Anne Keck
Summary
Jo Anne Keck is a seasoned finance professional with over 20 years of experience in trading, sales, and portfolio management. Currently serving as Vice President of Private Wealth Management at Capital Wealth Advisors, she leverages her extensive expertise across various financial sectors to address clients' unique financial needs. Jo Anne's career began at Merrill Lynch, where she honed her skills in equity trading and analysis. She later transitioned to hedge funds, focusing on investor relations and credit analysis. Her entrepreneurial spirit led her to launch a wealth management firm in 2019. With a strong background in capital markets, she has successfully navigated roles in institutional sales and financial advisory, demonstrating her adaptability and strategic thinking. Jo Anne's commitment to client service and her analytical prowess make her a trusted advisor in the finance industry.
Jo Anne Keck
Work Experience
Vice President of Private Wealth Management at
Capital Wealth Advisors
January 2023 - Present
President and CEO at
Keck
July 2016 - Present
Portfolio Manager at
Dumaine Investments
November 2019 - October 2022
Institutional Sales at
KLR Group, LLC
September 2016 - August 2018
Institutional Equity Sales - Oil & Gas at
IBERIABANK
June 2013 - May 2016
Sponsorship Sales - Human Capital and Financial Services at
Argyle
July 2012 - February 2013
Institutional Sales - High Yield at
Seaport Global Holdings LLC
July 2011 - December 2011
Trader/Researcher at
Rg Niederhoffer
August 2008 - July 2011
Credit Analyst at
Turnberry Capital Management
March 2007 - August 2008
Equity Proprietary Trader/Analyst at
Merrill Lynch
May 2002 - February 2007
Sales Forecaster at
Liz Claiborne Corporate
September 2001 - May 2002
Jo Anne Keck
Education
Northfield Mount Hermon
January 1997 - January 1997
Cornell University, College of Arts and Sciences, Ba
January 2001
Isidore Newman
Frequently Asked Questions about Jo Anne Keck
What is Jo Anne Keck email address?
Jo Anne Keck's primary email address is **@capitalwealthadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jo Anne Keck work for?
Jo Anne Keck is a Vice President of Private Wealth Management at Capital Wealth Advisors, a company specializing in Insurance agents, brokers, & service.
Where Jo Anne Keck graduated from?
Jo Anne Keck holds a degree in from Northfield Mount Hermon.
How can I directly contact Jo Anne Keck?
To contact Jo Anne Keck directly, you can use the email address **@capitalwealthadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Jo Anne Keck?
Jo Anne Keck is a seasoned finance professional with over 20 years of experience in trading, sales, and portfolio management. Currently serving as Vice President of Private Wealth Management at Capital Wealth Advisors, she leverages her extensive expertise across various financial sectors to address clients' unique financial needs. Jo Anne's career began at Merrill Lynch, where she honed her skills in equity trading and analysis. She later transitioned to hedge funds, focusing on investor relations and credit analysis. Her entrepreneurial spirit led her to launch a wealth management firm in 2019. With a strong background in capital markets, she has successfully navigated roles in institutional sales and financial advisory, demonstrating her adaptability and strategic thinking. Jo Anne's commitment to client service and her analytical prowess make her a trusted advisor in the finance industry.
Jo`s contact details
**@capitalwealthadvisors.com
Colleagues
Co-Founder, Chief Investment Officer & Partner
Senior Vice President / Private Wealth Management
Vice President | Private Wealth Management
Senior Vice President, Private Wealth Management
Managing Director | Private Wealth Management