Assistant Investment Counselor

Kee joined the firm in 2011 after 20 years in the investment business with Sterne Agee and Regions Bank. Throughout her career, she has gained extensive experience in portfolio accounting, performance reporting, client service, fixed income and equity trading, compliance, and all operational and administrative functions. Kee graduated from Auburn with a B.S. in business administration. She currently serves as the Administrator for the CFA Society of Alabama. Outside of work, Kee enjoys spending time with her family and is an active member of Double Oak Community Church.