Dave Keevins

What changed

Stepped back from day-to-day investment leadership to chair the investment committee, continuing as managing director and senior client advisor.

Reported / discovered

Sep 18, 2026

Effective

Not reported

New role

Chair of Investment Committee; Managing Director; Senior Client Advisor

Previous role

Not reported

Market

Lake Forest, IL

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.