Mark A. Keeling

Principal, Chief Investment Officer, and Portfolio Manager

“The firm’s combination of intellectual rigor and high ethical standards are what drew me to BTR.”

  • MBA, University of Wisconsin–Madison
  • BS, University of Wisconsin–Madison
  • Chartered Financial Analyst
  • Chartered Investment Counselor

Mark has spent his entire professional career of more than 30-years in the investment management business, where he has pursued his interests in numbers, reading, sports, and taking care of people.

Mark earned an MBA in the Applied Security Analysis Program at the University of Wisconsin–Madison. He spent the first decade of his career in New York at J.P. Morgan Investment Management, where he worked as a research analyst and portfolio manager, serving both individual and institutional clients. After relocating to the Bay Area in 1990 to be near his future wife, Mark went on to manage portfolios for private clients at Jurika & Voyles, U.S. Trust Company, and Pillar Pacific. He joined BTR in 2009.

Outside of the office, Mark enjoys spending time with his family and dogs, watching his wife’s many dance projects, playing tennis, and skiing.