Board Profile

Fred Keller

  • :Foundation Board Member
  • :October 01, 2016
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Biography

Fred Keller is a retired First Vice President-Investments of Merrill Lynch Wealth
Management.  His career with Merrill Lynch spanned over forty-two years.  It
started in September 1971 and ended December 2013.  During that period of time,
he managed stock and bond portfolios for individuals, financial institutions, non-
profit, and educational entities.  Overall these portfolios were comprised of 45%
fixed income and 55% equities.  In many instances Fred would work with the
investment committee to formulate an investment policy and then make
recommendations to implement that policy.  Then he would meet with the client on
an ongoing basis to review results and, from time to time, examine if the client’s risk
objectives had changed.