Keebeck Wealth Management

Matthew Carey is a financial advisor at Keebeck Wealth Management in Chicago, IL, with five years of industry experience. He holds the Series 65 designation and has worked at Keebeck Wealth Management since 2018, following positions at CME Group and DugganBertsch, LLC. He also has experience at UIC John Marshall Law School. Keebeck Wealth Management provides discretionary and non-discretionary portfolio management to individuals, including high net worth clients, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental and technical analysis, long-term purchases, options strategies, and margin transactions, managing assets primarily on a discretionary basis through model portfolios and third-party managers.

Christopher Duff is a financial advisor with Keebeck Wealth Management in Chicago, IL, holding a Series 66 designation and nine years of industry experience. Prior to joining Keebeck in 2018, he worked at AXA Advisors and UBS Financial Services, and he has been involved with Wells, Roselieb and Raia Wealth Management since 2016, where he supports trade execution, portfolio analysis, and client review documentation. Keebeck Wealth Management provides discretionary and non-discretionary portfolio management to individuals, pension plans, and corporate clients, utilizing model portfolios and third-party managers through Dynasty Financial Partners’ platform. The firm manages approximately $1.62 billion in discretionary assets across four advisors and offers strategies including fundamental and technical analysis, options, and margin transactions.

Joseph Polakoff is a financial advisor at Keebeck Wealth Management with 22 years of industry experience. He has been with Keebeck since 2018 and previously worked at Merrill Lynch for 17 years. Outside of his advisory role, he is the founder and general partner of HIFS SPV, LLC, an investment-related business. Keebeck Wealth Management provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and corporate clients. The firm employs fundamental and technical analysis, options strategies, and margin transactions, managing approximately $1.62 billion in discretionary assets across four advisors.

Bruce Lee is a financial advisor at Keebeck Wealth Management in Chicago, IL, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Lee serves as a trustee for the Saratoga Automobile Museum and sits on the advisory board of the University School of Milwaukee. Keebeck Wealth Management provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and corporate clients. The firm uses a combination of fundamental and technical analysis, model portfolios, and third-party managers, managing roughly $1.62 billion in discretionary assets across four advisors.