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
Today’s Updated Playbook: Alts Playing Alongside Their Stock and Bond Teammates
Today’s markets demand more than a 60/40 or 50/30/20 playbook. Advisors need portfolios that can go beyond stocks and bonds with a few alts tacked on, to respond to market shocks and inflation spikes, navigate geopolitical uncertainty, capture private market opportunities, and deliver income when bond yields disappoint.
Authors
Offense: Growth Assets and Strategies
Offense is about moving the ball downfield—driving growth, building wealth, and capturing appreciation over time. In portfolios, offensive strategies target capital gains, whether through public equities, private markets, or emerging opportunities in digital assets.
Authors
Defense: Income-Generating Assets and Strategies
Defense in football isn’t passive—it’s about controlling the opponent, protecting your field position, and setting up the next opportunity. In portfolios, defensive strategies start with income, then seek to preserve capital and provide stability when equity markets struggle.
Authors