Keenan Financial

Alexander Adourian is a financial advisor at Keenan Financial based in Boston, MA. He holds a Series 65 credential and joined the firm in 2025. Prior to his advisory role, he was affiliated with the Club at New Seabury and has a background that includes education-related positions. Outside of his advisory work, he is a licensed insurance agent and occasionally offers insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, combining portfolio management with financial planning and tax preparation. The firm employs a documented risk-profile questionnaire to customize portfolios and utilizes a range of investment strategies including modern portfolio theory and technical analysis.

John Nolte is an investment adviser representative at Keenan Financial with a Series 65 credential and one year of industry experience. Prior to joining Keenan Financial, he worked at Freeman's Grill and has experience in education with Westwood Public Schools and Quinnipiac University. He is also a licensed insurance agent and occasionally offers insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, combining portfolio management with financial planning and tax preparation. The firm uses a risk-profile questionnaire to tailor portfolios and employs a range of investment strategies including modern portfolio theory and quantitative analysis.

James Ball is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with three years of industry experience. Prior to joining Keenan Financial, he worked in construction and parks and recreation. He is also licensed as an insurance agent and provides clients with insurance information as needed. Keenan Financial serves individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a risk-profile questionnaire to tailor investment allocations and employs modern portfolio theory, quantitative and technical analysis, and various trading strategies.

John Reid is a financial advisor with Keenan Financial in Boston, MA, holding a Series 66 designation and 13 years of industry experience. He has worked at Keenan Financial since 2018 and previously held roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Reid has been involved with Core Lacrosse for over 20 years, where he teaches and coaches youth and high school lacrosse programs. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax preparation. The firm uses a documented risk-profile questionnaire to tailor investment allocations and employs a variety of strategies including modern portfolio theory and technical analysis.

Spencer Glascock is a financial advisor at Keenan Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Westminster Christian and Northwestern Mutual. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth clients, and corporations, offering portfolio management, financial planning, and tax-preparation services. The firm uses a risk-profile questionnaire to tailor investment allocations across various asset classes and employs both discretionary and non-discretionary mandates.

Nicholas Jasie is an investment adviser representative at Keenan Financial with one year of industry experience. He holds a Series 65 designation and has worked at Keenan Financial since 2024. Outside of his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax preparation. The firm uses a risk-profile questionnaire to tailor investment allocations and employs methods including modern portfolio theory, quantitative and technical analysis.

Brian Keenan is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Keenan Financial since 2016. He previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Mcadam LLC. Outside of his advisory role, he is a licensed insurance agent. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a documented risk-profile questionnaire to tailor portfolios and employs strategies including modern portfolio theory, quantitative and technical analysis, and both long- and short-term trading.

Ethan Bester is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 credential. He has one year of industry experience, including prior roles at Scheels, Snag Corporation, and Valor Hospitality. Outside of his advisory work, he is also a licensed insurance agent who occasionally offers insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a documented risk-profile questionnaire to tailor investment allocations and employs strategies including modern portfolio theory, quantitative analysis, and both long- and short-term trading.

Andrew Martin is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. His background includes roles in education at Salem State University, Southern Maine Community College, Lowell Catholic High School, and Innovation Academy Charter School. He also has ongoing involvement with M.L Shaws Country Kitchen. Keenan Financial provides advisory services to individuals, high-net-worth clients, and corporations, combining portfolio management with financial planning and tax-preparation. The firm uses a documented risk-profile questionnaire to tailor allocations across a range of investment vehicles and employs both quantitative and technical analysis in its strategies.

William Whitcher is an investment adviser representative at Keenan Financial in Boston, MA, holding a Series 65 license. He has been with Keenan Financial since 2025 and has prior experience in various roles including positions at Sagamore Hampton Golf Club and Solution Health. Outside of his advisory role, Whitcher is also an independent licensed insurance agent who occasionally offers insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth clients, and corporate accounts, offering portfolio management, financial planning, and tax-preparation services. The firm uses a risk-profile questionnaire to tailor investment allocations and employs strategies including modern portfolio theory and quantitative analysis.

Nicholas Gannon is a CFP® with four years of industry experience, currently serving as a financial advisor at Keenan Financial in Boston, MA. Prior to joining Keenan Financial in 2021, he worked at Bryant University and Braintree High School. He is also licensed as an insurance agent, focusing on life and health insurance sales. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm employs a documented risk-profile questionnaire to tailor investment allocations and uses a range of strategies including modern portfolio theory, quantitative and technical analysis.

Alexander Di Martino is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Keenan Financial, he worked at Wake Forest University and held roles with USA Hockey and Xaverian Brothers High School. He is also a licensed insurance agent and occasionally offers insurance products alongside his advisory services. Keenan Financial provides advisory and financial planning services to individuals, high-net-worth clients, and corporations, offering portfolio management with both discretionary and non-discretionary options. The firm employs a risk-profile questionnaire to tailor portfolios using ETFs, mutual funds, equities, fixed income, and annuities, and integrates modern portfolio theory, quantitative and technical analysis, and various trading strategies.

Jakob Rainsford is an investment adviser representative at Keenan Financial with a Series 65 credential and one year of industry experience. Prior to joining Keenan Financial, he held various roles including multiple positions at the University of Maine and work with the Department of Conservation and Recreation. Outside of his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management alongside financial planning and tax-preparation services. The firm employs a documented risk-profile approach to tailor portfolios, utilizing a mix of ETFs, mutual funds, equities, fixed income, and insurance-based annuities.

Matthew Poindexter is a Series 65 licensed financial advisor with Keenan Financial, based in Boston, MA, and has four years of industry experience. Prior to joining Keenan Financial, he worked at Baltimore Gas and Electric and has experience in education with Severna Park Public Schools and Boston College. In addition to his advisory role, Poindexter is an independent licensed insurance agent and occasionally offers clients insurance products. Keenan Financial serves individuals, high-net-worth clients, and corporations with portfolio management, financial planning, and tax-preparation services. The firm employs a risk-profile questionnaire to customize portfolios using a range of investment vehicles and applies various investment strategies, including modern portfolio theory and quantitative analysis.