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Jacob Keen
Analyst-Equity at
G. W. Henssler & Associates Ltd.
Profile
Mr. Jacob Keen, CFA, is a Research Analyst at G.
W.
Henssler & Associates Ltd. As a Research Analyst, Mr. Keen is part of the Henssler Portfolio Committee that oversees the Henssler Traditional Model portfolio as well as the Henssler Income portfolios.
Mr. Keen provides the firm with company-specific analysis, asset allocation and macro-economic analysis.
Prior to joining Henssler, Mr. Keen worked as a Research Analyst for Capital Management Advisors for two and a half years.
Mr. Keen earned a Bachelor of Business Administration, with a major in Finance, from Kennesaw State University.
He is a CFA Charterholder, and is Bloomberg certified.
Jacob Keen active positions
| Companies | Position | Start |
|---|---|---|
G. W. Henssler & Associates Ltd.
 G. W. Henssler & Associates Ltd. Investment ManagersFinance GWH employs a carefully conceived screening process that seeks to achieve maximum growth with minimum risk for their clients through their individual portfolios. Their investment approach is based on the premise that any money a client needs within 10 years should be invested in fixed-income securities and any money not needed within 10 years should be invested in high quality, individual common stocks or mutual funds that invest in common stocks. By holding fixed-income investments to cover 10 years’ worth of liquidity needs, there should be no need to sell stocks during a period of lower priced stocks. | Analyst-Equity | 2016-07-31 |
Former positions of Jacob Keen
| Companies | Position | End |
|---|---|---|
Capital Management Advisors, Inc.
 Capital Management Advisors, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Training of Jacob Keen
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
4
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
G. W. Henssler & Associates Ltd.
G. W. Henssler & Associates Ltd. Investment ManagersFinance GWH employs a carefully conceived screening process that seeks to achieve maximum growth with minimum risk for their clients through their individual portfolios. Their investment approach is based on the premise that any money a client needs within 10 years should be invested in fixed-income securities and any money not needed within 10 years should be invested in high quality, individual common stocks or mutual funds that invest in common stocks. By holding fixed-income investments to cover 10 years’ worth of liquidity needs, there should be no need to sell stocks during a period of lower priced stocks. | Finance |
Kennesaw State University
 Kennesaw State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capital Management Advisors, Inc.
Capital Management Advisors, Inc. Investment ManagersFinance Provides investment advice | Finance |
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