Keel Point Investment Team

Meet the Keel Point Investment Team.

Tony Benson, CFA®

Tony Benson, CFA®

Senior Portfolio Manager

Washington, D.C.

Kate Cavin

Kate Cavin

Junior Portfolio Manager

Washington, D.C.
Lyle Minton

Lyle Minton

Chief Investment Officer

Huntsville, AL
McCauley Pendergrast

McCauley Pendergrast

Portfolio Manager

Huntsville, AL
Drew Singleton

Drew Singleton

Portfolio Manager

Washington, D.C.

Keel Point Asset Management

 

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Whether you need to set shorter-term financial goals or require more extensive life and wealth management planning, we can help. Contact us to learn more.

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Find a Wealth Advisor

The Keel Point team of financial advisors has the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips. Keel Point’s financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.

Our Keel Point Locations

The Keel Point wealth management advisors are positioned at eight convenient locations to serve clients throughout the United States.