Financial Symposium 2016

Keynote Speaker:

1. John Keeton (MS Finance '08), CFA Wealth Advisor, Covenant Multifamily Offices

Your Finances and You: Managing Your Resources





John Keeton is a wealth advisor at Covenant Multifamily Offices. In this advisory role, John applies the firm’s proprietary process, Lifestyle. Legacy. Philanthropy.SM, to help clients develop and implement prudent strategies to achieve their lifetime goals. John assists families with their investment, income tax, wealth transfer planning, and philanthropic strategies. He also collaborates with Covenant’s investment team on a variety of portfolio strategy matters, including asset manager analysis, investment research, and trading.

An original member of the Covenant founding team, John returned to Covenant in 2013 after three years in the Houston area serving as a high net worth banker with JP Morgan’s Private Bank, advising business owners and corporate executives. Prior to joining Covenant in 2010, John was an investment analyst for Texas-based Frost Bank’s Wealth Management Services group. John began his career in the investment industry with SMH Capital as an equity research analyst, focusing on Energy and Consumer Discretionary sectors.

John is a Chartered Financial Analyst (CFA) and holds an MS in finance from the University of Houston where he graduated with honors, receiving the top student award in the MS finance program. He continues to support the University of Houston as a mentor for the Cougar Fund, a student-run investment fund managing over seven million dollars. The University of Houston recognized John’s accomplishments in a story published in Inside Bauer: From Teenage Investor to High-Wealth Manager. John received a Bachelor’s of Business Administration in finance from Southwest Texas University in 2003 (now Texas State University), where he graduated summa cum laude.

John enjoys being involved in the San Antonio community where he serves as a Board Member on the CFA Institute Society in San Antonio, a mentor for the students at the Greehey School of Business at St. Mary’s University, a Financial Planning Advisory Board Member for the University of Incarnate Word, a board member for the Texas Business Hall of Fame – Scholarship group, San Antonio Sports – Finance Committee, and a mentor for the University of Texas San Antonio’s Center for Innovation Technology Entrepreneurship (CITE) program. John is also the co-coordinator for the CFA Institute Research Challenge – Southwest, which is a university level equity research competition consisting of over 25 participating business schools in Texas, Oklahoma, Louisiana, and New Mexico. John was recognized as one of the recipients of the 2016 San Antonio Business Journal’s 40 Under 40.

John lives in Bulverde with his wife, Kathryn, and their three children. Kathryn has her PhD in Industrial/Organizational Psychology and works with NASA. John’s favorite hobby includes family time with his wife, son, and two baby girls.