Jim Keene

Jim Keene, CFA, is an experienced executive consultant and investment professional with a diverse background in the financial industry. Here's a comprehensive overview of his profile:

Professional Experience

Jim Keene is currently an Executive Consultant at Consultants Collective and the Managing Director of Atherton Consulting Group, LLC.12 He brings 25 years of experience as a leader and portfolio manager in the investment industry, specializing in commercial real estate, venture leasing, and wealth management.1

Areas of Expertise

Jim's expertise includes:

• Strategy consulting
• Investment process and philosophy
• Executive and team development
• Leadership coaching

Previous Roles

Prior to his current positions, Jim held a significant role at Wells Fargo Private Bank, where he led a regional team of 75 people managing $2 billion in assets.1

Education

• MS from Stanford Graduate School of Business (completed in 2010)
• Graduated magna cum laude from Syracuse University in Business Administration1

Professional Development

Jim has developed and facilitated various high-quality professional development workshops and trainings, including:

• Networking for Career and Life Success
• High Performing Investment Teams
• Influencing Without Formal Authority
• Executive Presence: What is It, Why Does It Matter and How to Develop It1

He has also created webinars on Mentoring and Executive Presence for CFA Institute.1

Academic Contributions

• Taught Alternative Investments in a Master's Degree program at the University of San Francisco
• Co-authored a book titled "Retire on the House: Using Real Estate to Secure Your Retirement" (published by Wiley)
• Authored research articles on business development processes for wealth managers and alternative investments for RIAs and Family Offices1

Professional Affiliations and Leadership

• Past President of the CFA Society of San Francisco
• President Emeritus of The Cancer Support Community – San Francisco – East Bay
• Past President of his class at Stanford Graduate School of Business
• Served on several advisory groups/task forces at the CFA Institute
• Member of the Northern California Council for Syracuse University1

Jim Keene is passionate about developing leaders to realize their potential and increase their impact. He is committed to expanding his portfolio to serve on either private or public boards, as evidenced by his LinkedIn post from October 7, 2022.3