Advisor To The Ceo Of Fingage
CurrentAdvising the CEO on growth and strategic direcetion of the firm. Fingage is a scalable technology platform bringing smart investment solutions to advisors and investors
Jan 2024 - Present
AeroLeads people directory · profile
Mark A. Keleher, Cfa Email & Phone Number
Independent Consultant
at
Fingage
1 work email found
@bnymellon.com
2 phones found area 415
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Independent Consultant
Location
San Francisco, California, United States
Company size
Who is Mark A. Keleher, Cfa? Overview
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Quick answer
Mark A. Keleher, Cfa is listed as Independent Consultant at Fingage, a company with 3 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at bnymellon.com, phone signal with area code 415, and a matched LinkedIn profile for Mark A. Keleher, Cfa.
Mark A. Keleher, Cfa previously worked as Advisor to the CEO of Fingage at Fingage and Advisor to the CEO at Just Invest, Llc. Mark A. Keleher, Cfa holds Mba, Finance from University Of Pennsylvania - The Wharton School.
Company email context
Email format at Fingage
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*@bnymellon.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mark A. Keleher, Cfa. Compare company email patterns before reaching out.
Profile bio
About Mark A. Keleher, Cfa
• Investment executive and financial strategist who successfully started a global investment management and investment services business line within Mellon Bank N.A. that became an award-winning global provider.• Decisive leader adept at developing investment concepts, communicating vision, marshaling resources, and driving investment results. • Able to quickly identify investment opportunities competitive advantages.• Experienced at managing high-functioning, cross-cultural, globally dispersed investment teams and able to lead them through periods of rapid growth and regulatory change. • Experience spans the fields of Real Estate, Equity, Fixed Income and Derivative portfolio management, investment strategy, transaction cost analysis, trading, and tactical asset allocation.• Clients served include Fortune 100 Pension Plans, Sovereign Wealth Plans, Endowments, and Super-Annuation Schemes, Manufacturing and Retailing Operations, and Fin-tech Startups.
Listed skills include Portfolio Management, Investments, Asset Management, Equities, and 24 others.
Current workplace
Mark A. Keleher, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Fingage
12 roles · 34 years
Mark A. Keleher, Cfa work experience
A career timeline built from the work history available for this profile.
Advisor To The Ceo
Just Invest, Llc
Advising the CEO of Just Invest, LLC on marketing and scaling a rapidly growing direct indexing business which adds value through tax harvesting, customizing index portfolios with Factor Tilts, and custom ESG screening.
Jun 2019 - Feb 2024
Independent Consultant
Clients include: Uneeco, Kampala, Uganda; Soil, Cap-Haitien, Haiti; 10Thousand Windows, Manila, Philippines; Cnote, Oakland Ca; Just Invest LLC, Oakland CA.
Jan 2018 - Jun 2023
Board Trustee
City Of San José Federated Pension Plan
2019 - May 2023
Consultant
Santa Clara University, Miller Center
Consultant to SOIL, a Haitian fecal waste collection and treatment program.
Jan 2019 - May 2020
Special Advisor To The Ceo And Coo
Special Advisor to the CEO and the COO, responsible for assisting in market segmentation, development of brand awareness, and raising capital.CNote invests in community-focused projects that help build up the communities you live and work in. Your investments in CNote grow small businesses, build affordable housing, and help underserved communities thrive..
Jun 2018 - May 2020
Stanford Seed Consultant
Stanford University Graduate School Of Business, Seed Program
Jan 2018 - May 2020
Executive Director
Executive Director at $90 Billion OCIO and Advisory Business
2015 - 2016
~1 yr
Ceo
Bny Mellon Beta & Transition Management
- BNY Mellon Beta and Transition Management – CEO (2001-2014)
- BNY Mellon Beta and Transition Management Advisers – CEO (2013-2014)
- Mellon Capital – Member of Senior Management Committee
- MBSC Securities Corporation – Executive Vice President, San Francisco Branch Manager
- MBSC Securities Corporation – Member of New Product Review Committee
- Mellon Bank, NA – Consultant focused on Transition Management (2000-2001)Accomplishments while at BNY Mellon:
Jan 2000 - Jul 2014
General Partner
Aspen Capital Management, Llc
- Founded and raised seed capital for an options-based hedge fund.
- Traded implied correlations between individual options and index options, exploited differences between projected and implied volatilities through dynamic hedging strategies, and managed an ongoing options portfolio.
- Consulted on option strategies with individual investors.
1998 - 2000
~2 yrs
Vice President, Head Of Equity Derivative Sales, Japan
- Managed team of three and marketed Japanese futures, options, OTC derivatives and portfolio trading services to US and Asian based institutional investors.
- Clients included Barclays Global Investors, Long Term Capital Management, Tiger, Tudor Jones, and other institutional investors.
1997 - 1998
~1 yr
Portfolio Manager
- Managed $4.5 billion in Tactical Asset Allocation accounts investing in asset backed and mortgage backed securities, treasuries, equities, and derivative overlays. Managed a $1 billion notional options portfolio, and.
- Primary client contact for all client-requested hedging programs. Responsible for transaction from initial client request through negotiation, structuring, and execution of client-directed hedges. Negotiated.
1992 - 1997
~5 yrs
2 education records
Mark A. Keleher, Cfa education
Mba, Finance
Bs, Finance
FAQ
Frequently asked questions about Mark A. Keleher, Cfa
Quick answers generated from the profile data available on this page.
What company does Mark A. Keleher, Cfa work for?
Mark A. Keleher, Cfa works for Fingage.
What is Mark A. Keleher, Cfa's role at Fingage?
Mark A. Keleher, Cfa is listed as Independent Consultant at Fingage.
What is Mark A. Keleher, Cfa's email address?
AeroLeads has found 1 work email signal at @bnymellon.com for Mark A. Keleher, Cfa at Fingage.
What is Mark A. Keleher, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 415 for Mark A. Keleher, Cfa at Fingage.
Where is Mark A. Keleher, Cfa based?
Mark A. Keleher, Cfa is based in San Francisco, California, United States while working with Fingage.
What companies has Mark A. Keleher, Cfa worked for?
Mark A. Keleher, Cfa has worked for Fingage, Just Invest, Llc, Independent Consultant, City Of San José Federated Pension Plan, and Santa Clara University, Miller Center.
Who are Mark A. Keleher, Cfa's colleagues at Fingage?
Mark A. Keleher, Cfa's colleagues at Fingage include Samer Habl.
How can I contact Mark A. Keleher, Cfa?
You can use AeroLeads to view verified contact signals for Mark A. Keleher, Cfa at Fingage, including work email, phone, and LinkedIn data when available.
What schools did Mark A. Keleher, Cfa attend?
Mark A. Keleher, Cfa holds Mba, Finance from University Of Pennsylvania - The Wharton School.
What skills is Mark A. Keleher, Cfa known for?
Mark A. Keleher, Cfa is listed with skills including Portfolio Management, Investments, Asset Management, Equities, Asset Allocation, Fixed Income, Hedge Funds, and Risk Management.
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