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David Keator is a seasoned finance professional with 25+ years of experience in investments, strategic planning, and leadership roles. He has a strong background in marketing, insurance, public relations, and estate planning. Keator holds a BA in Economics from Fordham University, an MA in Organizational Communication from the University at Albany, and is a Certified Estate and Trust Specialist. He has worked in various industries, including finance, retail, and education, and has held senior leadership positions at Keator Group, LLC, First Albany Capital, NCI, Hillcrest Educational Centers, and Macy's.

Experience

    • Partner
      • Dec 1998 - Present
      • Lenox, MA

      Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Keator Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

    • Vice President
      • Jun 1997 - Dec 1998

      Marketing, New Business Development, Asset Management, Insurance, Estate Planning

    • Vice President
      • Jan 1993 - Jun 1997

      Tax Planning, Actuarial/Pension Services, Strategic Planning

    • Director of Development
      • Sep 1989 - Dec 1992

      Fundraising, Program Development, Employee Communication

    • Senior Merchandise Manager - Exec Training Program
      • Jun 1985 - Sep 1989

  • Pittsfield National Bank
    • Pittsfield, Massachusetts Area
    • Assistant to the President
      • 1979 - 1985
      • Pittsfield, Massachusetts Area

Education

  • 2007 - 2008
    Institute of Business & Finance
    CES, Certified Estate and Trust Specialist
  • 1989 - 1991
    University at Albany
    MA, Organizational Communication
  • 1981 - 1985
    Fordham University
    BA, Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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