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Jo Anne Keck

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Jo Anne Keck

Vice President of Private Wealth Management | Capital Wealth Advisors

New Orleans, Louisiana, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Startup Experience

Jo Anne Keck

Work Experience

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Vice President of Private Wealth Management at

Capital Wealth Advisors

January 2023 - Present

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President and CEO at

Keck

July 2016 - Present

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Portfolio Manager at

Dumaine Investments

November 2019 - October 2022

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Institutional Sales at

KLR Group, LLC

September 2016 - August 2018

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Institutional Equity Sales - Oil & Gas at

IBERIABANK

June 2013 - May 2016

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Sponsorship Sales - Human Capital and Financial Services at

Argyle

July 2012 - February 2013

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Institutional Sales - High Yield at

Seaport Global Holdings LLC

July 2011 - December 2011

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Trader/Researcher at

Rg Niederhoffer

August 2008 - July 2011

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Credit Analyst at

Turnberry Capital Management

March 2007 - August 2008

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Equity Proprietary Trader/Analyst at

Merrill Lynch

May 2002 - February 2007

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Sales Forecaster at

Liz Claiborne Corporate

September 2001 - May 2002

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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

mail

**@capitalwealthadvisors.com

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