Profile
Miriam Sue Boysen worked as a Director of Shareholder Services at Unified Management Corp.
She then served as a Senior Family Wealth Director at Keel Point LLC from 2015 to 2023.
Prior to that, she was a Principal at Mason Cos., Inc. and Chief Wealth Officer at Keel Point Advisors LLC.
She also worked as an Assistant at Financial Planning & Management, Inc. Ms. Boysen obtained her undergraduate degree from the University of Nebraska.
Former positions of Miriam Sue Boysen
| Companies | Position | End |
|---|---|---|
Keel Point LLC
 Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Portfolio Manager-Equities | 31/08/2023 |
Mason Cos., Inc.
 Mason Cos., Inc. Wholesale DistributorsDistribution Services Mason Companies, Inc. engages in the operation of e-commerce website. It sells shoes, apparel, beddings, and electronics. The firm operates through the following brands: ShoeMall, Stoneberry, Masseys, Mason Easy-Pay, K.Jordan, Fifth & Glam Credit, Figi’s Gallery, Maryland Square, Auditions, and B.A. Mason. The company was founded by August Mason and Bert Mason in 1904 and is headquartered in Chippewa Falls, WI. | Corporate Officer/Principal | - |
| Keel Point Advisors LLC | Portfolio Manager-Equities | - |
Financial Planning & Management, Inc.
 Financial Planning & Management, Inc. Investment ManagersFinance Financial Planning & Management, Inc. provides investment advice. The private company is based in Atlanta, GA. | Corporate Officer/Principal | - |
Unified Management Corp.
 Unified Management Corp. Personnel ServicesCommercial Services Unified Management Corp. provides temporary employee services. Unified Management was acquired by NovaCare Employee Services, Inc. on June 24, 1999. | Corporate Officer/Principal | - |
Training of Miriam Sue Boysen
| University of Nebraska | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Unified Management Corp.
Unified Management Corp. Personnel ServicesCommercial Services Unified Management Corp. provides temporary employee services. Unified Management was acquired by NovaCare Employee Services, Inc. on June 24, 1999. | Commercial Services |
| Keel Point Advisors LLC | Finance |
Financial Planning & Management, Inc.
Financial Planning & Management, Inc. Investment ManagersFinance Financial Planning & Management, Inc. provides investment advice. The private company is based in Atlanta, GA. | Finance |
Mason Cos., Inc.
Mason Cos., Inc. Wholesale DistributorsDistribution Services Mason Companies, Inc. engages in the operation of e-commerce website. It sells shoes, apparel, beddings, and electronics. The firm operates through the following brands: ShoeMall, Stoneberry, Masseys, Mason Easy-Pay, K.Jordan, Fifth & Glam Credit, Figi’s Gallery, Maryland Square, Auditions, and B.A. Mason. The company was founded by August Mason and Bert Mason in 1904 and is headquartered in Chippewa Falls, WI. | Distribution Services |
Keel Point LLC
Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Finance |
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