“Silent is the hidden word in listen.”
As the Founder of Keator Group, LLC. Sheila’s over 40 years of experience and her knowledge of the investment industry is invaluable.
Prior to the First Albany Corporation — First Union Securities merger, Sheila was a member of First Albany’s President’s Club and First Albany’s Directors Advisory Council. She is a former member of the Advisory Committee for Mass College of Liberal Arts M.B.A. program and served on the board of directors of the University of Massachusetts at Amherst’s Newman Center. In addition, she is the former Treasurer and Vice-Chair of the Massachusetts College Building Authority. Sheila was named to the 2004 Research Magazine’s Women’s Winner’s Circle of top-ranked Women’s Advisors in America1 and Barron’s Top 100 Financial Women in 2006, 2007, & 2008.2
A graduate of The College of Our Lady of the Elms, Sheila went on to receive her certificate of finance and accounting from the Wharton School of Business. She holds her 7, 63 and 65 securities registrations, and is licensed to sell insurance and annuities.
Sheila resides in Lenox and Becket, MA. She has eight children.
1. Criteria was based on more than 7,000 filtered nominations from over 80 investment, insurance, banking, and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.
2. The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, and client retention.
Raymond James is not affiliated with the above organizations.