Investment Consultant
Current
Jan 2024 - Present
AeroLeads people directory · profile
Keith Parker, Cfa Email & Phone Number
Investment Consultant at AssetMark
at
AssetMark
1 work email found
@assetmark.com
3 phones found area 415 and 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Consultant at AssetMark
Location
San Francisco, California, United States
Who is Keith Parker, Cfa? Overview
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Quick answer
Keith Parker, Cfa is listed as Investment Consultant at AssetMark at AssetMark, based in San Francisco, California, United States. AeroLeads shows a work email signal at assetmark.com, phone signal with area code 415, 800, and a matched LinkedIn profile for Keith Parker, Cfa.
Keith Parker, Cfa previously worked as Investment Consultant at Assetmark and Client Portfolio Manager at Assetmark. Keith Parker, Cfa holds Bachelor Of Arts, Business Economics from Uc Santa Barbara.
Company email context
Email format at AssetMark
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*@assetmark.com
71% confidence
AeroLeads found 1 current-domain work email signal for Keith Parker, Cfa. Compare company email patterns before reaching out.
Profile bio
About Keith Parker, Cfa
Investment Consultant guiding advisors through building portfolios on the AssetMark platform, including selecting the right investment managers and providing objective risk-based analysis and providing sound portfolio construction guidelines for broader sales teams. Staying current on all of the strategist offerings on the AssetMark platform and helping with thought leadership on markets and strategists as needed.Areas of Expertise:*Investment Consulting*Model Portfolio Strategy*Client Portfolio Manager (CPM)*Strong Communication Skills*Product Specialist*Market Commentary*Internal/External Client Relationships*Portfolio Strategy*Subject Matter Expertise*Committee Presentations*Manager Research*Asset Allocation*Critical Thinking*Attention to Detail*Investment Strategist*High Level of Integrity
Listed skills include Mutual Funds, Asset Allocation, Equities, Fixed Income, and 26 others.
Current workplace
Keith Parker, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 10 years
Keith Parker, Cfa work experience
A career timeline built from the work history available for this profile.
Client Portfolio Manager
Jan 2022 - Jan 2024
President Of The Board - San Francisco Bond Club 2021-2022
The San Francisco Bond Club (SFBC), one of the oldest organizations of its type in the country, was founded in 1929. The club was the result of the merger of the Investment Bankers Club and the San Francisco Bond Sales Managers Club. Today, the SFBC is a group of financial industry professionals with a shared goal to expand access to financial literacy in.
2021 - 2022
~1 yr
Officer On The Board - San Francisco Bond Club 2018-2021
2018 - 2021
~3 yrs
Board Member San Francisco Bond Club 2016-2018
2016 - 2018
~2 yrs
Vp/Senior Investment Analyst
Jul 2013 - Dec 2021
Vice President, Senior Fund Analyst/Product Specialist
Highmark Capital Management
Aug 2007 - Jun 2013
Senior Analyst, Schwab Center For Financial Research
Jan 2004 - Aug 2007
Team & coworkers
Colleagues at AssetMark
Other employees you can reach at assetmark.com. View company contacts →
OM
Omar Mercado
Colleague at Assetmark
Los Angeles, California, United States, United States
View →
JF
Josh Fey, Cima®
Colleague at Assetmark
Kansas City Metropolitan Area, United States
View →
JF
Joy Fauvre
Colleague at Assetmark
Danville, California, United States, United States
View →
DG
Dorian Garcia
Colleague at Assetmark
Greater Phoenix Area, United States
View →
LJ
Lynda Juhr
Colleague at Assetmark
Moseley, Virginia, United States, United States
View →
AT
Augusta Terrill
Colleague at Assetmark
Phoenix, Arizona, United States, United States
View →
ME
Makaela Elkins
Colleague at Assetmark
Phoenix, Arizona, United States, United States
View →
MT
Monet Tellier
Colleague at Assetmark
United States, United States
View →
ES
Eric Smith, Mba
Colleague at Assetmark
Westerville, Ohio, United States, United States
View →
MR
Monique Renaud
Colleague at Assetmark
Phoenix, Arizona, United States, United States
View →
Omar Mercado
Colleague at Assetmark
Los Angeles, California, United States, United States
View →
JF
Josh Fey, Cima®
Colleague at Assetmark
Kansas City Metropolitan Area, United States
View →
JF
Joy Fauvre
Colleague at Assetmark
Danville, California, United States, United States
View →
DG
Dorian Garcia
Colleague at Assetmark
Greater Phoenix Area, United States
View →
LJ
Lynda Juhr
Colleague at Assetmark
Moseley, Virginia, United States, United States
View →
AT
Augusta Terrill
Colleague at Assetmark
Phoenix, Arizona, United States, United States
View →
ME
Makaela Elkins
Colleague at Assetmark
Phoenix, Arizona, United States, United States
View →
MT
Monet Tellier
Colleague at Assetmark
United States, United States
View →
ES
Eric Smith, Mba
Colleague at Assetmark
Westerville, Ohio, United States, United States
View →
MR
Monique Renaud
Colleague at Assetmark
Phoenix, Arizona, United States, United States
View →
1 education record
Keith Parker, Cfa education
-
Uc Santa Barbara
FAQ
Frequently asked questions about Keith Parker, Cfa
Quick answers generated from the profile data available on this page.
What company does Keith Parker, Cfa work for?
Keith Parker, Cfa works for AssetMark.
What is Keith Parker, Cfa's role at AssetMark?
Keith Parker, Cfa is listed as Investment Consultant at AssetMark at AssetMark.
What is Keith Parker, Cfa's email address?
AeroLeads has found 1 work email signal at @assetmark.com for Keith Parker, Cfa at AssetMark.
What is Keith Parker, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 415, 800 for Keith Parker, Cfa at AssetMark.
Where is Keith Parker, Cfa based?
Keith Parker, Cfa is based in San Francisco, California, United States while working with AssetMark.
What companies has Keith Parker, Cfa worked for?
Keith Parker, Cfa has worked for Assetmark, San Francisco Bond Club, Wells Fargo, Highmark Capital Management, and Charles Schwab.
Who are Keith Parker, Cfa's colleagues at AssetMark?
Keith Parker, Cfa's colleagues at AssetMark include Omar Mercado, Josh Fey, Cima®, Joy Fauvre, Dorian Garcia, and Lynda Juhr.
How can I contact Keith Parker, Cfa?
You can use AeroLeads to view verified contact signals for Keith Parker, Cfa at AssetMark, including work email, phone, and LinkedIn data when available.
What schools did Keith Parker, Cfa attend?
Keith Parker, Cfa holds Bachelor Of Arts, Business Economics from Uc Santa Barbara.
What skills is Keith Parker, Cfa known for?
Keith Parker, Cfa is listed with skills including Mutual Funds, Asset Allocation, Equities, Fixed Income, Portfolio Management, Bloomberg, Asset Management, and Investment Strategies.
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