Keen Capital, LLC is a registered investment adviser (RIA) located in Westminster, CO.  Keen Capital, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Keen Capital, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of Keen Capital, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Keen Capital, LLC ‘s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Keen Capital, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of Keen Capital, LLC, please contact the state securities regulators for those states in which Keen Capital, LLC maintains a registration filing.  A copy of Keen Capital, LLC’s current written disclosure statement discussing Keen Capital, LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Keen Capital, LLC upon written request.  Keen Capital, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Keen Capital, LLC’s web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Keen Capital, LLC, 2830 Ranch Reserve Lane, Westminster, CO 80234 | info@keencapital.net

 

Jerry has over 15 years of industry experience working with TIAA-CREF, UBS, and VANGUARD.   Over the past 10 years with TIAA-CREF, he has worked closely with clients in higher education, medicine, and other non-profit organizations helping them plan for their retirement and a secure financial future.  

Before launching Keen Capital, Jerry held the role of Senior Manager with TIAA-CREF's Individual Advisory Services.  As a member of TIAA-CREF’s leadership team in the Mid-Atlantic Region, Jerry managed a team of Wealth Management Advisors and Relationship Consultants in strengthening relationships with TIAA-CREF clients by engaging them in the financial planning process; a process Jerry believes is key to financial success.  

Prior to moving to management in 2011, Jerry was a Wealth Management Advisor in TIAA-CREF’s Princeton, New Jersey office where he served clients from the numerous universities, colleges, hospitals, and other non-profit organizations throughout the region. 

Jerry is a graduate of VILLANOVA UNIVERSITY where he earned a Bachelor of Arts in Political Science and a Bachelor of Science in Education.  Jerry also held the Financial Industry Regulatory Authority (FINRA) securities licenses Series 7, 24, and 66.  He has also held an Insurance License in Pennsylvania, New Jersey, and New York.  

Jerry has been married to his wife, Jennifer, for the past 27 years and they have two children, Brian (age 23) and Katie (age 19).  They currently reside in the Doylestown area, Bucks County, Pennsylvania. 

Jerry McDonnell
Managing Partner & Co-Founder