Keel Point, LLC

Kyle Wegrzyn is a financial advisor at Keel Point, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Keel Point Capital since 2018. His prior experience includes roles at Raymond James & Associates, VipKid Tutor Agency, and ServisFirst Bank. Keel Point serves individual and institutional clients such as high-net-worth families, family offices, pension plans, trusts, estates, and business entities. The firm employs a team-driven investment process that integrates fundamental research and quantitative modeling to manage portfolios across multiple strategies, offering discretionary and non-discretionary management along with financial planning and retirement consulting.

Steven O. Leary is a financial advisor at Keel Point, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors from 2010 to 2022. Outside of his advisory role, he serves as a successor trustee and executor for a family trust established as part of an estate planning arrangement. Keel Point serves individual and institutional clients, including high-net-worth families, pension plans, and business entities. The firm uses a team-driven investment process that integrates fundamental research and quantitative modeling to manage diversified portfolios across multiple platforms.

Anthony Benson is a CFA® charterholder with 14 years of industry experience. He has been with Keel Point, LLC and its affiliated entity Keel Point Capital, LLC since 2015. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research and quantitative modeling to manage portfolios across multiple strategies and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Robert Burleson is a financial advisor with Keel Point, LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Keel Point since 2018 and concurrently with Cambridge Investment Research Advisors Inc. and Cambridge Investment Research Inc. since 2013. Outside of his advisory role, he serves as Treasurer of the Brook Valley Country Club Men's Golf Association. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that integrates fundamental research and quantitative modeling to create strategic and tactical asset allocations, offering a range of portfolio management and consulting services across multiple platforms.

Vanessa Kraus is a financial advisor at Keel Point, LLC with six years of industry experience. She holds a Series 63 designation and has worked at MBSC Securities Corporation, BNY Mellon, Pruco Securities, US Fitness Holding, and Peterson Renovations. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research with quantitative modeling to manage portfolios across multiple strategies, offering discretionary and non-discretionary portfolio management, financial planning, and other advisory services.

Henry Cowan is a financial advisor at Keel Point, LLC with two years of industry experience. He holds the Series 66 designation and previously worked with Auburn Athletics Department and Butte & Co. before joining Keel Point. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm uses a team-driven investment process combining fundamental research and quantitative modeling to manage portfolios across multiple platforms, offering discretionary and non-discretionary portfolio management, financial planning, family office and OCIO services, and retirement plan consulting.

Aaron Eppard is a CFP® professional with six years at Keel Point, LLC and a total of four years in the industry. Prior to joining Keel Point, he spent five years at Liberty University. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that integrates fundamental research with quantitative modeling to manage a range of investment strategies across multiple platforms.

Charles Robinson is a CFP® professional with 18 years of industry experience. He has worked at Keel Point, LLC since 2023 and previously spent eight years at Sensible Money, LLC. Robinson serves as an unpaid special advisor to the Retirement Income Industry Association board, where he consults on the RMA designation program and provides education on retirement planning topics. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research and quantitative modeling to manage discretionary and non-discretionary portfolios across multiple program platforms.

Joseph Moore is a CFP® with 10 years of industry experience, currently serving at Keel Point, LLC since 2011. He is based in Vienna, VA. Keel Point serves individual and institutional clients, including high-net-worth families, pension plans, and business entities, offering portfolio management, financial planning, and family office services. The firm employs a team-driven investment process that combines fundamental research with quantitative modeling and utilizes an open-architecture platform with access to multiple investment strategies.

Robert Mayes is a financial advisor at Keel Point, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Keel Point since 2015. Mayes serves on the boards of the Community Foundation of Huntsville/Madison County, the University of Alabama in Huntsville Foundation, and the Huntsville/Madison County Chamber of Commerce in uncompensated roles. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that combines fundamental research with quantitative modeling and offers a range of portfolio management and advisory services across multiple platforms.

Amanda Ahmed is a financial advisor at Keel Point, LLC with 11 years of industry experience. She holds the Series 66 designation and has been with Keel Point since 2014. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that combines fundamental research with quantitative modeling, offering discretionary and non-discretionary portfolio management, financial planning, family office and OCIO services, and access to pooled and private investment vehicles.

Robert Edry is a CFP® with six years of industry experience, currently affiliated with Keel Point, LLC. His prior work includes roles at Bank of America, Merrill, and several insurance and securities firms such as Pruco Securities LLC and New York Life Insurance Company. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process combining fundamental research and quantitative modeling to manage discretionary and non-discretionary portfolios across multiple platforms.

Jonathan Crawford is a financial advisor at Keel Point, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Keel Point since 2020, with prior experience at Bb&T and related entities dating back to 2009. Outside of his advisory role, Crawford serves on the boards of two non-profit organizations: a pediatric cancer ministry and a group supporting recent college graduates transitioning into careers. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that integrates fundamental research with quantitative modeling to manage discretionary and non-discretionary portfolios across multiple strategies and platforms.

Gisle Sorli is a CFP® and Series 65 licensed financial advisor with 18 years of industry experience. He has been with Keel Point, LLC since 2017 and has also been associated with Stewards's Progress, LLC since 2012. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that integrates fundamental research with quantitative modeling to manage diversified portfolios across various program platforms.

Thomas O Connor is a financial advisor at Keel Point, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Blue Creek Investment Partners, LLC and Blue Creek Securities, LLC since 2011. O Connor serves on the board of Camp ASCCA, a camp for special needs children and adults, and participates on the investment committee for the Theta Chi Fraternity Foundation. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm employs a team-driven investment process that integrates fundamental research with quantitative modeling to manage a range of asset allocation strategies across multiple platforms.