Profile
Mr. Brett D.
McKamey, CFA, is President & Chief Operating Officer at Goelzer Investment Management, Inc. He also serves as Chairman of the Investment Policy Committee, a member of the Account Review Committee, and a trustee of the firm's Employee Stock Ownership Plan.
Prior to joining Goelzer Investment Management in 1990, he served as a Financial Consultant with Shearson Lehman.
He began his career in domestic and international investment portfolio management and marketing with InterFirst Bank of Dallas, serving as a Credit Analyst and Funding Specialist.
Mr. McKamey is a member of the CFA Society of Indianapolis.
Brett has long been active in civic, educational, and philanthropic organizations.
He is a Trustee and Chapter Chairman of the Indiana Chapter of The Nature Conservancy and a Trustee of the Lincoln Collection Foundation.
He is also a member of the Investment Committee of the Indiana Historic Landmarks Foundation, the Indiana University School of Medicine Planned Giving Committee and the Indiana University Kelly School of Business Board of Visitors.
Brett is past President of the South Indiana Foundation of the United Methodist Church.
He served for 5 years as Chairman of the Racquet Run to benefit the Riley Hospital for Children and was the recipient of the event's 1997.
Mr. McKamey graduated from Indiana University in 1985 with a Bachelor of Science degree in Finance.
He also holds CFA designation.
Former positions of Brett D. McKamey
Companies | Position | End |
---|---|---|
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | 31/12/1989 |
InterFirst Bank Dallas, NA | Corporate Officer/Principal | - |
Training of Brett D. McKamey
Indiana University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Finance |
InterFirst Bank Dallas, NA | Finance |
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