Keith Mckenzie

Keith Mckenzie Email and Phone Number

Principal @ LourdMurray
United States
Keith Mckenzie's Location
United States, United States
Keith Mckenzie's Contact Details

Keith Mckenzie work email

Keith Mckenzie personal email

n/a
About Keith Mckenzie

As a Founder of multiple business, with several successful exits, Mr. McKenzie enjoys developing strategies and solutions while helping private families, business owners, and fellow entrepreneurs. With a history of serving on Boards, he demonstrates the ability to leverage a diverse background to help overcome challenges and identify opportunities. A Founder at Delphi Private Advisors, and currently a Principal at LourdMurray, Mr. McKenzie oversees the broader wealth management activities for private families, high profile individuals, and corporate executives. Mr. McKenzie holds degrees in Engineering Physics from Miami University and Mechanical Engineering from Case Western Reserve University. He is a private pilot, and an avid aviation, yachting, and space enthusiast. Specialties: Independent Advisor with a focus on corporate executives, athletes, entertainers, family owned business transitions, investment management, multi-generational wealth transfer strategies, employee stock-option disposition, risk management, strategies for managing stock concentrations, and diversification of low cost-basis assets. Independent and private family wealth management. Registered Investment Advisor, RIA - Independent wealth manager.

Keith Mckenzie's Current Company Details
LourdMurray

Lourdmurray

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Principal
United States
Keith Mckenzie Work Experience Details
  • Lourdmurray
    Principal
    Lourdmurray
    United States
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Keith Mckenzie Skills

Investments Strategic Financial Planning Wealth Management Investment Strategies Retirement Planning Investment Management Mergers And Acquisitions Strategic Planning Leadership Finance Financial Advisory Strategy Risk Management Start Ups Portfolio Management Financial Modeling Retirement Asset Management Mergers Financial Planning Asset Managment Alternative Investments Mml Key Account Management Urban Team Leadership

Keith Mckenzie Education Details

Frequently Asked Questions about Keith Mckenzie

What company does Keith Mckenzie work for?

Keith Mckenzie works for Lourdmurray

What is Keith Mckenzie's role at the current company?

Keith Mckenzie's current role is Principal.

What is Keith Mckenzie's email address?

Keith Mckenzie's email address is ke****@****ate.com

What is Keith Mckenzie's direct phone number?

Keith Mckenzie's direct phone number is +185822*****

What schools did Keith Mckenzie attend?

Keith Mckenzie attended Case Western Reserve University, Miami University, Upper Arlington, Upper Arlington.

What skills is Keith Mckenzie known for?

Keith Mckenzie has skills like Investments, Strategic Financial Planning, Wealth Management, Investment Strategies, Retirement Planning, Investment Management, Mergers And Acquisitions, Strategic Planning, Leadership, Finance, Financial Advisory, Strategy.

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