MA
Mark Alan Keller
CRD 1026805
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Confluence Investment Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Confluence Investment Management Llc
Chief Executive Officer And Chief Investment Officer / Member · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗