matthew keenan, cfp®
partner

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​mkeenan@mapstoneveritas.com

585.475.8432
585.292.1569 (fax)
PROFESSIONAL EXPERIENCE |
Partner at Mapstone | Veritas and he currently serves as the Chair of the Investment Committee.  Matt started in the investment and financial services industry in 2006.  He provides comprehensive wealth management,  focuses on investment planning. He holds the Series 7, Series 66, NYS Insurance – Life, Health, Annuity licenses.  He is NYS Partnership for Long-Term Care certified.


EDUCATION |
  • A 2002 graduate of McQuaid Jesuit, H.S. – Rochester, NY.
  • A 2006 graduate of the University of Dayton – Dayton, OH.  Bachelor of Science degrees in Business Economics and Finance.
  • In 2012 he obtained the CFP® CERTIFIED FINANCIAL PLANNER™ professional designation from the American College.
  • In 2012 he completed the advanced learning curriculum on Asset Allocation and Wealth Management hosted at the Faculty Club at Harvard University.
  • He is a CFA Institute Level 2 Candidate.
  • Series 7 & 66  Registrations.


COMMUNITY |
He serves as an executive committee advisor for Equitable Advisors' ,LLC National Associate Forum since 2018, served as an executive committee chair from 2015-17, and also served the NAF as an elected branch representative from 2012-2014.  He is a member of the Estate Planning Council of Rochester.   His past charitable service includes serving as President for the University of Dayton Rochester alumni chapter, as a board and executive committee member for the National Center for Missing and Exploited Children / NY Young Professionals and also a committee member for NCMEC/NY.  

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PLACES TO VISIT
“Big Sur” – California, along the Pacific Highway.  The drive is spectacular.  It also has a special place for me as I proposed to my wife Jamie on a mountaintop overlooking the Pacific Ocean. 
THINGS TO DO
My wife, Jamie, and I love to hike and take on new adventures.  In 2015 we were able to visit Cinque Terre, in Italy, hiking the hills to each village on the northwestern coastline. 
QUOTE 
“Success isn’t owned.  It’s leased.  And rent is due every day.” – JJ. Watt
FUN FACT
I enjoy spending time working on my vegetable garden.  I am always looking for new ways to be more efficient in my process, which in 2016 included adding solar and a rain barrel irrigation system to be more eco-friendly.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970