Profile
Pat Michael Keating is currently the Chief Operating Officer at Avantis Investors.
Prior to this, he worked as the Chief Operating Officer at Dimensional Fund Advisors LP from 2002 to 2010.
He also served as the President of Assante Wealth Management (Canada) Ltd. In addition, he was a Principal at United Financial Corp.
for a brief period in 2001.
Earlier in his career, he worked as the Executive Vice President at LWI Financial, Inc. from 1996 to 1998.
Mr. Keating received his undergraduate degree from The University of Winnipeg in 1978.
Pat Michael Keating active positions
| Companies | Position | Start |
|---|---|---|
Avantis Investors
Avantis Investors Financial ConglomeratesFinance Provides investment services | Chief Operating Officer | - |
Former positions of Pat Michael Keating
| Companies | Position | End |
|---|---|---|
United Financial Corp.
United Financial Corp. Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | 31/12/2001 |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance LWI Financial utilizes investment strategies that are based on target asset-class allocations to reflect the client's clients individual financial circumstances, expressed cash needs, risk tolerance, investment objectives and other factors. The asset class allocation programs designate specified percentages within multiple securities asset classes with the intent of creating a diversified investment portfolio of no-load or low-load mutual funds. The firm does not recommend investments into individual securities. They employ a proprietary method of asset class allocation based on academic and behavioral economic studies. LWI's asset class allocation programs and advice concerning securities is based on publicly-available research and reports regarding Efficient Markets Theory, adjusted for certain behavioral economic factors. The asset class allocations are adjusted for risk. LWI's recommendations are designed for longer-term investors. The firm uses financial simulation programs which calculate the effects of various historical rates of return from different asset classes to assist in the preparation of asset allocation plans. | Corporate Officer/Principal | 31/08/1998 |
Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante offers access to a broad range of investment, insurance, risk management and cash managed offerings. | President | - |
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional manages equity and fixed income securities based on fundamental analysis with limited technical analysis. In constructing an equity investment portfolio, the firm generally identifies a broadly diversified universe of eligible securities with defined risk and return characteristics. For fixed-income investment portfolios, Dimensional generally identifies a broadly diversified universe of eligible securities with defined maturity ranges and credit quality characteristics. | Chief Operating Officer | - |
Training of Pat Michael Keating
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional manages equity and fixed income securities based on fundamental analysis with limited technical analysis. In constructing an equity investment portfolio, the firm generally identifies a broadly diversified universe of eligible securities with defined risk and return characteristics. For fixed-income investment portfolios, Dimensional generally identifies a broadly diversified universe of eligible securities with defined maturity ranges and credit quality characteristics. | Finance |
Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante offers access to a broad range of investment, insurance, risk management and cash managed offerings. | Finance |
The University of Winnipeg
The University of Winnipeg Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United Financial Corp.
United Financial Corp. Investment ManagersFinance Provides investment management services | Finance |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance LWI Financial utilizes investment strategies that are based on target asset-class allocations to reflect the client's clients individual financial circumstances, expressed cash needs, risk tolerance, investment objectives and other factors. The asset class allocation programs designate specified percentages within multiple securities asset classes with the intent of creating a diversified investment portfolio of no-load or low-load mutual funds. The firm does not recommend investments into individual securities. They employ a proprietary method of asset class allocation based on academic and behavioral economic studies. LWI's asset class allocation programs and advice concerning securities is based on publicly-available research and reports regarding Efficient Markets Theory, adjusted for certain behavioral economic factors. The asset class allocations are adjusted for risk. LWI's recommendations are designed for longer-term investors. The firm uses financial simulation programs which calculate the effects of various historical rates of return from different asset classes to assist in the preparation of asset allocation plans. | Finance |
Avantis Investors
Avantis Investors Financial ConglomeratesFinance Provides investment services | Finance |
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