Michael T. McKeown, CFA, CPA | Director of Research
Michael draws on his experience from Morgan Stanley to bring extensive knowledge of investment manager evaluation and due diligence to clients of Aurum. As a Certified Public Accountant, he is skilled at designing tactics to minimize taxes and maximize family wealth. In keeping with Aurum’s philosophy of personalized service, Michael takes the time to get to know his clients and to clearly understand their distinctive financial objectives, enabling him to chart a course for success.
Michael earned his bachelor’s degree in business administration, cum laude, from John Carroll University, with dual majors in accountancy and finance. Michael holds the Chartered Financial Analyst designation and is a member of both the CFA Institute and CFA Society of Cleveland. He also serves as a cabinet member for the United Way of Cleveland's GeneratioNext program.
Contact Michael McKeown
Contact Michael McKeown at 440.605.1900 or visit our contact page.
Aurum Associate VP Wins National Article Competition. Read more.
Aurum Named to Financial Advisor Magazine's All-Star Research Team
Read the full article here
- Less Taper Talk, Not Much Action
- Mom & Pop, "Welcome to the Club"
- The Role of Cash - Part 2
- The Role of Cash - Part 1
- Getting Real