Erik Keener

Erik M. Keener, CFA has a passion for all things finance and a broad range of experience spanning both corporate finance and capital markets.  On the corporate side, his experience has progressed from an entry-level role at a technology giant to leadership of all finance and strategy efforts at a dynamic middle market company to CFO of an innovative start-up.  As an investment professional, he has served in analyst, portfolio manager, and chief investment officer roles on the buy-side, in addition to providing modeling and valuation support for transactions across a variety of industries.  Erik graduated magna cum laude from the University of Notre Dame in 2003 and was awarded his CFA charter in 2008.  He has been an active volunteer with the CFA Institute and local societies, served in leadership roles across multiple Notre Dame alumni clubs, and supported entrepreneurship around the world through efforts with a number of organizations over the last 20+ years.  He lives in his hometown Raleigh, NC with his wonderful wife and three technologically-inclined sons.

Colleen Lozano