Views On The Wealth Management Business

11.15.2011 · Posted in Alumni, Career Advice, Financial Management

 

“Nothing worthwhile comes easy” to paraphrase Stonehill grad Jeffery Keough ’88, First Vice-President at the KCH Wealth Management Group-Merrill Lynch Global Wealth Management.  Jeff was kind enough to take  time out of his busy schedule to spend the evening of November 8th with our chapter of the Financial Management Association.  Interest in career opportunities in wealth appeared high given the terrific student turnout.   And this in spite of all the uncertainties that appear to spiral around the banking and investment industry today. 
When asked the most important skill to develop to be successful in wealth management, Jeff replied, “being a good salesman”.  As Mr. Keough explained, Wealth Management has evolved over the past decade.  Because of the complexities of the business involving specialties such as asset management, insurance, taxes, estate planning etc., having the ability to communicate well with your clients and having access to the expertise from your partners and practitioners that you surround yourself, gives you a huge advantage in meeting your clients needs and growing your business.

Based in Boston, Jeff’s areas of specialty include Municipal Bonds, Rule 144, restricted stock, alternative investments and executive stock options.  Together with his group, Mr. Keough manages a combined $500MM in corporate, family and individual assets.  For a PDF file outlining Jeff’s discussion, please click on the link below.


 

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