Managing Director
Joined: 2009
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Keith Yonkers has over 25 years of financial services experience that includes investment banking, private banking as well as leadership roles with Citigroup and Deutsche Bank. Keith has worked extensively with investors, shareholders, private equity firms, venture capitalists, entrepreneurs and business owners primarily in the food and consumer products, manufacturing and service areas. His background also includes several years at IBM in Los Angeles as a major accounts manager, where he also worked closely with middle market companies. Keith and his team continue to enjoy helping shareholders and founder of companies in this market with their deep experience. Keith is a graduate of the University of Southern California’s Marshall School of Business, where he earned a Bachelor of Science in Business Administration with an advanced emphasis on International Finance. At Citigroup, he continued his education and certificate work in capital markets, investment banking and organizational management and earned this designation. Keith is Series 63, 7, 8 and 79 licensed. Keith has been married for over 25 years, has 3 children and resides in Newport Beach, California. Other passions include: running, cycling and has completing over 65 triathlons & 13 Marathon races. He is also a Water Polo Commentator for FINA International events, NCAA & Olympic Men’s and Women’s Water Polo action. This includes Rio 2016 Olympic games, 2012 Prepares Series / Olympics in London UK, 2013 World Championships in Barcelona Spain, and recently Keith was the voice of the 2017 FINA World Championships Budapest Hungary. In addition, Keith announced the Americas Cup AC 45 Series in Chicago on Lake Michigan, the first fresh water AC event in history of the oldest sports trophy in the world.