Keenan Carstens, CAIA, Chapter Head, Houston

Head of US Client Relations, CFFA Group

CAIA Member since 2009

Keenan Carstens, CFA, CAIA, is currently Head of US Client Relations for the CFFA Group. The CFFA Group provides Registered Investment Advisors investment consulting services as well as web based applications designed to capture new client assets as well as retain existing clientele through improved communication protocols.

Before the CFFA Group, Keenan was a Regional Director for Guggenheim Investments. While at Guggenheim he focused on developing relationships with RIAs, Banks and Trust Companies covering a 17 state region to deliver Guggenheim’s offerings of both traditional as well as alternative investment solutions.

Prior to Guggenheim, Keenan was a Director of Business Development for Rockefeller and Company where he developed relationships with other Family Offices and RIAs to deliver “Rock IT”, Rockefeller and Company’s comprehensive wealth management technology solution. And before Rockefeller and Company, Keenan was a Regional Director with JP Morgan Asset Management where he focused on the investment and wealth management needs of RIAs throughout the Southwest US marketplace.

Mr. Carstens received his B.S. and M.B.A. in Finance from the University of Texas at Austin. Mr. Carstens is also a Chartered Financial Analyst, Charter Alternative Investment Analyst, and Series 7 and 63 licensed.

keenan@hal-pc.org