Profile
Jolie Kay Keller worked as a Director of Investment Research at Pegasus Partners Ltd.
from 2015 to 2023.
She also worked as an Assistant Portfolio Manager at Morgan Dempsey Capital Management LLC.
Prior to that, she worked as an Equity Analyst at Ziegler Capital Management LLC (Old) from 2004 to 2006.
Former positions of Jolie Kay Keller
| Companies | Position | End |
|---|---|---|
Pegasus Partners Ltd.
 Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Director of Research - Equity | 28/02/2023 |
Ziegler Capital Management LLC (Old)
 Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Analyst-Equity | 30/12/2006 |
Morgan Dempsey Capital Management LLC
 Morgan Dempsey Capital Management LLC Investment ManagersFinance Morgan Dempsey Capital Management LLC (Morgan Dempsey) is a SEC-registered investment advisor headquartered in Menomonee Falls, Wisconsin. The firm was founded by R. Thomas Dempsey in 1994 and is wholly-owned by MDCM Holdings LLC, which is majority owned by MDCM Legacy LLC. Morgan Dempsey manages assets for institutions, individual investors, and Registered Investment Advisors. | Analyst-Equity | 30/12/2003 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Ziegler Capital Management LLC (Old)
Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Finance |
Morgan Dempsey Capital Management LLC
Morgan Dempsey Capital Management LLC Investment ManagersFinance Morgan Dempsey Capital Management LLC (Morgan Dempsey) is a SEC-registered investment advisor headquartered in Menomonee Falls, Wisconsin. The firm was founded by R. Thomas Dempsey in 1994 and is wholly-owned by MDCM Holdings LLC, which is majority owned by MDCM Legacy LLC. Morgan Dempsey manages assets for institutions, individual investors, and Registered Investment Advisors. | Finance |
Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments. | Finance |
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