Jeff Keane is a Partner and the Director of Business Development for Capital Investment Advisors (CIA). He joined the team in 2014 as a seasoned professional in the investment industry. He kicked off his career in 2006 as Vice President Charitable Planning Consultant at Fidelity in Atlanta. After working with Fidelity he moved on to work with Altegris as the Regional Director. Jeff now focuses on developing relationships and fostering communication with outside financial planning professionals around the United States to find symbiotic relationships for their clients. He helps these companies to understand how CIA’s income investing strategy works, and to see if it would be a good fit for their clients’ portfolios. His unique experience working in Charitable Planning has given him an understanding of how best to make these connections between outside financial groups, clients and CIA.
Crystal Walton
Crystal Walton is a Tax Operations Manager for Capital’s Accounting