Donald A Keeney

Employer firm

Cahaba Wealth Management, Inc. CRD 151675

$2.06B regulatory AUM 124 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 08/2021
  Mastrapasqua Asset Management, Inc.
  Nashville, TN
• 08/2021 → Present
  Cahaba Wealth Management, Inc.
  Nashville, TN

Previous Registrations

• 2013-04-16 → 2021-08-13
  M Capital Advisors
  Nashville, TN
• 2011-04-04 → 2011-06-07
  J.J.B. Hilliard, W.L. Lyons, Llc
  Louisville, KY
• 2008-04-01 → 2011-04-11
  Hilliard Lyons Capital Management, Llc
  Louisville, KY
• 2006-04-24 → 2008-04-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Louisville, KY

Designations

• Certified Financial Planner
• Chartered Financial Analyst