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Pat Michael Keating
Chief Operating Officer at Avantis Investors
Pat Michael Keating active positions
Companies | Position | Start | End |
---|---|---|---|
Avantis Investors
![]() Avantis Investors Financial ConglomeratesFinance Avantis Investors provides investment services. The company is headquartered in Los Angeles, CA. | Chief Operating Officer | - | - |
Career history of Pat Michael Keating
Former positions of Pat Michael Keating
Companies | Position | Start | End |
---|---|---|---|
United Financial Corp.
![]() United Financial Corp. Investment ManagersFinance Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada. | Corporate Officer/Principal | 2001-12-30 | 2001-12-30 |
LWI Financial, Inc.
![]() LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Corporate Officer/Principal | 1998-08-30 | 1998-08-30 |
Assante Wealth Management (Canada) Ltd.
![]() Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | President | - | - |
Dimensional Fund Advisors LP
![]() Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Chief Operating Officer | 2001-12-31 | - |
Training of Pat Michael Keating
The University of Winnipeg | Undergraduate Degree |
Statistics
International
United States | 4 |
Canada | 4 |
Operational
Chief Operating Officer | 2 |
Corporate Officer/Principal | 2 |
President | 1 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Dimensional Fund Advisors LP
![]() Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Finance |
Assante Wealth Management (Canada) Ltd.
![]() Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Finance |
United Financial Corp.
![]() United Financial Corp. Investment ManagersFinance Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada. | Finance |
LWI Financial, Inc.
![]() LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Finance |
Avantis Investors
![]() Avantis Investors Financial ConglomeratesFinance Avantis Investors provides investment services. The company is headquartered in Los Angeles, CA. | Finance |
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