Position
Director
Company
Keel Point
HuntsvilleFinancial ServicesFinanceLendingFamilyDescription
Joe Moore has been appointed as the Chief Wealth Officer of Keel Point, LLC's Family Office business, based in Tysons, VA. He will be responsible for leading the firm’s Family Office business and bringing expertise in estate and income tax optimization, generational wealth transfers, family business succession planning, and philanthropic strategies.
Quick answer
Joe Moore Appointed Chief Wealth Officer of Keel Point (May 1, 2024). Keel Point is based in Huntsville, Alabama, United States.
- Who is the new Director at Keel Point?
- Keel Point named Joe Moore Director, announced May 1, 2024.
- What did Keel Point announce on May 1, 2024?
- Joe Moore has been appointed as the Chief Wealth Officer of Keel Point, LLC's Family Office business, based in Tysons, VA. He will be responsible for leading the firm’s Family Office business and bringing expertise in estate and income tax optimization, generational wealth transfers, family business succession planning, and philanthropic strategies.
- What does Keel Point do?
- Keel Point, LLC is a financial services firm that provides financial planning, investment management, and family dynamics services to high-net-worth families.
- Where is Keel Point based?
- Keel Point is based in Huntsville, Alabama, United States.
- Which similar companies made leadership changes around the same time?
- Comerica Incorporated (May 1, 2024), PlainsCapital Bank (May 1, 2024), Groupe CCF (May 1, 2024) and Santa Cruz County Bank (April 30, 2024) also announced leadership changes within 45 days of Keel Point.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Comerica Names Floyd Kessler as Executive Vice President, Chief Business Risk and Controls Officer (May 1, 2024)
- Hilltop Holdings Appoints Erik Yohe as Chief Strategy Officer and Walter Clarke as Chief Financial Officer at PlainsCapital Bank (May 1, 2024)
- Crédit Commercial de France (CCF Group) Appoints Former UniCredit Head Pierre-Yves Guegan as COO (May 1, 2024)
- Santa Cruz County Bank Appoints Natalie E. Taaffe as Senior Vice President, Senior Relationship Manager (April 30, 2024)
- Fiduciary Trust Company Appoints David Krall as Vice President and Fiduciary Specialist (April 30, 2024)
- Renasant Corporation Names Kevin Chapman as CEO (April 30, 2024)
Who to call at Keel Point, and when
A new leader at Keel Point brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Keel Point raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Keel Point, from your own LinkedIn network
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Fundz sees it the moment Keel Point changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Keel Point changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
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