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Gregory Keller, Cfa is listed as Chief Investment Officer at NeoCapital SA, based in Geneva, Switzerland. AeroLeads shows a work email signal at reyl.com and a matched LinkedIn profile for Gregory Keller, Cfa.
Gregory Keller, Cfa previously worked as CEO at Kelinvest S.A. and Member of the Investment Committee at Reyl & Cie S.A.. Gregory Keller, Cfa holds Cfa, Finance from Cfa Institute.
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AeroLeads found 1 current-domain work email signal for Gregory Keller, Cfa. Compare company email patterns before reaching out.
Portfolio Manager with a contrarian style
Listed skills include Financial Analysis, Fx Options, Bloomberg, Portfolio Management, and 16 others.
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* CIO of a wealth management company for HNWI* Responsible of his own clients book (CHF 70M of Assets under Management)* Portfolio management focusing mainly on single stocks, with a contrarian bias
Geneva
• CEO of a wealth management company for HNWI• CHF 70M of Assets under Management• Management of investments, compliance, risk management, as well as all the administrative of a company• Company affiliated to SOFIT, and in the process to get the FINMA licence• Portfolio management focusing mainly on single stocks, with a contrarian bias
Geneva
- Member of the Investment Committee- Responsible for the FX as well as the Derivatives Advisory recommendations- Management of a FX portfolio with CHF 60M AuM- Investment advice on all asset classes to HNWI in a portfolio context- Close cooperation with the RMs for the management of their portfolios- Generation of "Advisory Recommendations" (one-pager) on single stocks- Presentations on the front
Geneva
• Investment advice on all asset classes to 30 HNWI (20 direct contacts, 10 indirect contacts) in a portfolio context • Trades execution (execution only or after advice given)• Contribution to new clients’ prospection and clients’ retention• Presentations (markets review and recommendations) on the front
Geneva Area, Switzerland
• Investment advice on all asset classes to 50 HNWI (20 direct contacts, 30 indirect contacts) in a portfolio context • Trades execution (execution only or after advice given)• Contribution to new clients’ prospection and clients’ retention,• Presentations (markets review and recommendations) on the front
Geneva Area, Switzerland
• Proposals elaboration• Placing orders for equity and bond trades• Renewals of fixed-deposits, loans and structured products• Daily contact with clients to provide them with the information they require
Geneva Area, Switzerland
• Advisory for payments, savings and investments• Account's opening
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Gregory Keller, Cfa works for NeoCapital SA.
Gregory Keller, Cfa is listed as Chief Investment Officer at NeoCapital SA.
AeroLeads has found 1 work email signal at @reyl.com for Gregory Keller, Cfa at NeoCapital SA.
Gregory Keller, Cfa is based in Geneva, Switzerland while working with NeoCapital SA.
Gregory Keller, Cfa has worked for Neocapital Sa, Kelinvest S.A., Reyl & Cie S.A., Julius Baer, and Ubs.
You can use AeroLeads to view verified contact signals for Gregory Keller, Cfa at NeoCapital SA, including work email, phone, and LinkedIn data when available.
Gregory Keller, Cfa holds Cfa, Finance from Cfa Institute.
Gregory Keller, Cfa is listed with skills including Financial Analysis, Fx Options, Bloomberg, Portfolio Management, Investments, Equities, Wealth Management, and Trading.
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