Christopher Keenan
Director of Marketing
Chris is responsible for content strategy, product marketing, communications, and is actively involved with the firm’s product development initiatives.
Before Welton, Chris worked in investment banking at Bear Stearns & Co. He also formerly worked at Intel Capital where he evaluated broadband infrastructure investments. Chris earned an MBA in Finance from Northwestern’s Kellogg School of Business and a BA from UCLA.
“The most inspiring part of my job is bridging the divide between complexity and simplicity.”
News and Insights from Christopher Keenan
The New Playbook for Alternative Investing: Offense, Defense, and Special Teams for the Modern Advisor Portfolio
The New Playbook for Alternative Investing: Offense, Defense, and Special Teams for the Modern Advisor Portfolio
Alternative investments have moved from the sidelines to the mainstream of portfolio construction—and for good reason. Recent policy developments, including the White House Executive Order expanding access to alternatives in retirement plans, reflect recognition that modern portfolios need more than stocks and bonds to deliver diversification, manage risk, and capture new return opportunities.
A New Playbook for Client Portfolios
A New Playbook for Client Portfolios
Asset allocation has always been about balance—finding the right mix of investments to deliver returns, manage risk, and meet client goals. But as markets grow more complex and volatile, the old playbook is no longer enough.
Framing the History of Alts and Asset Allocation Through Football
Framing the History of Alts and Asset Allocation Through Football
This 60/40 playbook worked well during eras of falling rates and reliably negative correlations between stocks and bonds. But the game has changed. Investors are concerned about stretched valuations in key asset classes. Interest rates have ratcheted higher. And inflation is unpredictable. As a result, stocks and bonds have become more correlated, meaning both assets may fall together, challenging portfolio diversification.