Don A. Keeney, CFA
Principal, Portfolio Manager
17 years experience
Mr. Keeney is making a return to Mastrapasqua following a seven year hiatus, bringing with him 15 years of related work experience. During this hiatus, Mr. Keeney was a Portfolio Manager at JJB Hilliard and WL Lyons, a 150 year old regional brokerage firm headquartered in Louisville, KY. While there, Mr. Keeney was a member of the portfolio management team responsible for portfolios in the large cap growth, large cap core, and mid cap core disciplines. As a generalist, Mr. Keeney was actively involved in supporting research efforts in most sectors.
Mr. Keeney originally worked for Mastrapasqua Asset Management beginning in February of 2000 and served as a key member of the equity research team. Mr. Keeney was responsible for coverage of the Information Technology, Health Care, and Consumer Discretionary sectors.
He previously served as a Trust Portfolio Manager with National Bank of Commerce and First American National Bank gaining strong customer service and individual portfolio management skills.
He received his M.B.A. degree in May of 2001, with a concentration in Finance. During graduate school, he was the Chairman of the Board of Directors for the Max Adler Student Investment fund and graduated with a GPA in the top 10% of his class. Mr. Keeney completed the Chartered Financial Analyst program in September of 1999 and earned his undergraduate degree from Rhodes College, majoring in Economics and Mathematics.
Mr. Keeney is supervised by Dr. Frank Mastrapasqua, Chairman, Principal and Chief Investment Officer, of Mastrapasqua Asset Management (“MAM”). MAM is an SEC registered investment advisor located in Nashville, Tennessee. Dr. Mastrapasqua oversees the portfolios in terms of the investment objective.
The portfolio management and research analyst team holds a daily research call with Dr. Mastrapasqua. Members of the client servicing team participate in the call as well. This call is held to discuss current market conditions and individual stocks affecting client portfolios.
Chartered Financial Analyst Designation
The Chartered Financial Analyst designation, or CFA charter, is a qualification for finance and investment professionals, particularly in the fields of investment management and financial analysis of stocks, bonds and their derivative assets. br />
To become a Chartered Financial Analyst, an individual must satisfactorily fulfill the following requirements:
- Education – Complete the CFA Program. The curriculum includes Ethical and Professional Standards, Quantitative Methods (such as the time value of money and statistical inference), Economics, Financial Reporting and Analysis, Corporate Finance, Analysis of Investments (stocks, bonds, derivatives, venture capital, real estate, etc.), and Portfolio Management and Analysis (asset allocation, portfolio risk, performance measurement, etc.).
- Examinations – Pass the comprehensive exams required by the CFA Program, which is organized into three levels, each culminating in a six-hour exam. Completing the program takes most candidates between two and five years.
- Experience – Possess a bachelor's degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience.
- Ethics – Obligated to adhere to a strict Code of Ethics and Standards governing professional conduct.
Business Background
- Principal & Portfolio Manager, Mastrapasqua Asset Management, Inc., Nashville, TN, June 2011 – present
- Portfolio Manager, Hilliard Lyons Capital Management, Louisville, KY, August 2004 – May 2011
Education
- B.A., Rhodes College 1995
- M.B.A., Vanderbilt University's Owen School of Management 2001
- CFA charterholder, 1999
