Jim Keenan
Jim Keenan is a thought leader in the field with 45 years of experience in wealth management, specializing in advising high-net worth clients and retirees from major companies and small businesses alike.
Jim provides boutique financial planning services to help clients make important decisions throughout a lifetime, building good and profitable relationships based on the core belief that the best service is rendered when it’s based on mutual trust.
My History
Since 1979, I’ve counseled clients through the oil crisis in the 1970’s, the S&L collapse in the 1980’s, the technology bubble in the early 2000’s, the financial crisis in 2008 and the COVID-19 pandemic.
Through good times and bad, I’ve thrived with clients by providing financial planning, retirement planning, and managing investment assets, including international assets in China, Europe, as well as Russia.
I’m a third-generation banker from New York and founded Keenan Private Wealth Management in 2001 after spending more than two decades working alongside other financial advisors at some of the largest firms on Wall Street, including UBS, Morgan Stanley, Prudential Securities and Shearson Lehman. I hold an MBA from NYU’s Stern School of Business and pursued Russian Studies at Columbia University’s School of International and Public Affairs.
I’m a Certified Investment Management Analyst (CIMA®), Retirement Management Advisor (RMA®), and an independent, fiduciary that continues to provide white glove treatment for each one of my clients.
A complete firm brochure is available at any time upon request.