Jim Keene, CFA

Jim Keene is an expert in leadership development, executive coaching, and management consulting for investment firms, wealth management firms, and entrepreneurial ventures. With over thirty years of experience, Keene has developed a unique approach to helping companies clarify their vision, develop strategies, and execute effectively. He has established a successful strategy, leadership development, and executive coaching business serving global clients.

Keene's educational background includes a Master of Science in Management from Stanford University Graduate School of Business and a B.S. in Business Administration with a magna cum laude and Finance emphasis from Syracuse University - Martin J. Whitman School of Management.

Keene has worked with leaders from all over the world, including England, Spain, France, Russia, Colombia, Brazil, Chile, Mongolia, China, Hong Kong, and South Korea, among others. One of Keene's passions is alternative investments, an area he worked in for over ten years and taught for almost eight years at the University of San Francisco.

Keene's specialties include executive coaching, strategy facilitation (process and content-oriented), leadership team development, management consulting, verbal and written communications/presentation, fund-raising presentations, public speaking, group facilitation, managing complex relationships, investment process and philosophy, decision-making/rights, and alternative investments. Keene is currently an executive consultant at Consultants Collective and a former managing director at Atherton Consulting Group, LLC. He has also held positions such as a former communications coach at Stanford Graduate School of Business, former consulting partner at Focus Consulting Group, former vice president, and senior investment manager at Wells Fargo Private Client Services, former adjunct faculty at the University of San Francisco, and former past president of CFA Society of San Francisco, among others.