C. Keller ReidTrade Execution, Technology CIPM®
Keller is responsible for trading and execution at Ackerman Capital Management and oversees the technological infrastructure of the firm. He holds a Certificate in Investment Performance Measurement® (CIPM®) from the CFA Institute. He previously held FINRA (Financial Industry Regulatory Authority) licenses including FINRA Series 4 (Registered Options Principal), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), and Series 24 (General Securities Principal) licenses and was a 2008 Security Industry Institute graduate of the Wharton School of Business at the University of Pennsylvania.
Keller is a member of the CFA Institute and a member of the CFA Society of Dallas-Ft. Worth. Keller served as a Director of the Dallas Security Traders Association for 14 years and was a long-standing member of the Security Traders Association Retail Roundtable and SIFMA Listed Options Trading Committee.
Keller joined Ackerman in 2014 from Apex Clearing (via their acquisition of Penson Clearing), where he served as Apex’s Vice President, Head of Execution Sales and Strategy. His previous Penson positions included Head of Execution Services and Trading, and Chief Operating Officer of Penson Execution Services. During this time, Keller developed an electronic routing algorithm that was granted a patent (U.S. 8015099) by the United States Patent and Trade Mark Office.
Keller holds a Bachelor of Science degree in Social and Decision Sciences from Carnegie Mellon University.