KEIL FIDUCIARY STRATEGIES - Key Persons

Job Titles:

• Principal
• Member of the CFA Institute

Jeff Keil is currently the principal member of Keil Fiduciary Strategies LLC, an investment company business consulting firm. For 10 years, he headed up Lipper Inc.'s Global Fiduciary Review * (GFR) unit that provides fund advisory contract renewal (15(c)) decision-making and due diligence tools to the US fund business's various fiduciaries. Under his leadership, GFR led the industry in 15(c) reporting and analytical methodologies and captured a commanding portion of the advisory contract renewal outsourcing business. Jeff is a member of the CFA Institute and the Denver Society of Securities Analysts. His formal education and training cover several key disciplines including economics, ethics, portfolio management, governance, regulatory structure, accounting, equity analysis, and fixed income securities. Mr. Keil was a board member and former Treasurer of F.A.C.E.S. (Family Advocacy, Care, Education & Support), a Denver-based non-profit agency that seeks to prevent child neglect and abuse, from 2003 - 2016.