Profile
Donlad Lee Keller was the founder and had founded Torch Wealth Management LLC in 2013, where he held the title of Chief Investment Officer & Owner.
He was also the President & Chief Investment Officer at Haberer Registered Investment Advisor, Inc. from 2010 to 2013.
Mr. Keller holds an MBA degree from Xavier University and an undergraduate degree from the University of Cincinnati (Ohio) which he received in 1982.
Former positions of Don Keller
| Companies | Position | End |
|---|---|---|
Haberer Registered Investment Advisor, Inc.
 Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | President | - |
Torch Wealth Management LLC
 Torch Wealth Management LLC Investment ManagersFinance Torch Wealth Management LLC (TWM) is an independent wealth management firm headquartered in Cincinnati, Ohio and was founded in 2013. The firm is a direct subsidiary of Journey Advisory Group LLC. TWM provides management services to individual and institutional clients. | Founder | - |
| US BANCORP | Corporate Officer/Principal | - |
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Chief Investment Officer | - |
Rational Advisors, Inc.
 Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Portfolio Manager-Equities | - |
Training of Don Keller
| Xavier University | Masters Business Admin |
| University of Cincinnati (Ohio) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| US BANCORP | Finance |
| Private companies | 4 |
|---|---|
Rational Advisors, Inc.
Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Finance |
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | Finance |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Finance |
Torch Wealth Management LLC
Torch Wealth Management LLC Investment ManagersFinance Torch Wealth Management LLC (TWM) is an independent wealth management firm headquartered in Cincinnati, Ohio and was founded in 2013. The firm is a direct subsidiary of Journey Advisory Group LLC. TWM provides management services to individual and institutional clients. | Finance |
- Stock Market
- Insiders
- Don Keller