Keebeck Wealth Management

Matthew Carey is a financial advisor at Keebeck Wealth Management in Chicago, IL, holding a Series 65 designation with six years of industry experience. He has been with Keebeck since 2018 and previously worked at CME Group and UIC John Marshall Law School. Keebeck Wealth Management provides discretionary portfolio management services to individuals, retirement plans, and corporate clients, overseeing approximately $2.03 billion across 147 client relationships. The firm employs third-party managers and a TAMP platform with Dynasty Financial Partners, utilizing a range of investment strategies including technical and fundamental analysis, derivatives, and digital-asset exposures.

Christopher Duff is a financial advisor at Keebeck Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Keebeck Wealth Management since 2018 and AXA Advisors from 2016 to 2018. Duff is also involved with Wells, Roselieb and Raia Wealth Management as a registered sales assistant, where he supports trading, portfolio analysis, and client review processes. Keebeck Wealth Management provides discretionary portfolio management to individuals, retirement plans, and corporate clients, overseeing approximately $2.03 billion in assets. The firm uses third-party managers and a TAMP platform, employing various investment strategies including technical and fundamental analysis, derivatives, and digital assets, with an emphasis on pooled-vehicle management.

Henry Reilly is a financial advisor at Keebeck Wealth Management in Chicago, holding a Series 65 designation. He has been with Keebeck since 2024 and has no prior industry experience before joining the firm. Before his advisory role, he spent four years at Trinity College and held teaching positions at Medfield High School and Thomas Blake Middle School. Keebeck Wealth Management provides discretionary portfolio management to individuals, retirement plans, and corporate clients, overseeing approximately $2.03 billion in assets. The firm uses third-party managers and a TAMP platform for portfolio construction and relies on model portfolios and delegated discretionary trading rather than proprietary security-level research.

Joseph Polakoff is a financial advisor at Keebeck Wealth Management with 22 years of industry experience. He has been with Keebeck since 2018 and previously worked at Merrill Lynch for 17 years. Outside of his advisory role, he is the founder and general partner of HIFS SPV, LLC, an investment-related business. Keebeck Wealth Management provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and corporate clients. The firm employs fundamental and technical analysis, options strategies, and margin transactions, managing approximately $1.62 billion in discretionary assets across four advisors.

Bruce Lee is a financial advisor at Keebeck Wealth Management in Chicago, IL, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Lee serves as a trustee for the Saratoga Automobile Museum and sits on the advisory board of the University School of Milwaukee. Keebeck Wealth Management provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and corporate clients. The firm uses a combination of fundamental and technical analysis, model portfolios, and third-party managers, managing roughly $1.62 billion in discretionary assets across four advisors.