Mark Keller

Holding Company Board

Mark Keller has served on our Board of Directors since 2010. He has been the Chief Executive Officer and Chief Investment Officer of Confluence Investment Management LLC, a St. Louis-based investment management firm, since May 2008.

Mark has over 35 years of investment experience, with a focus on value-oriented equity analysis and management. From 1994 to May 2008, he was the Chief Investment Officer of Gallatin Asset Management, Inc. and its predecessor organization, A.G. Edwards Asset Management, the investment arm of A.G. Edwards, Inc. From 1999 to 2008, Mr. Keller was Chairman of the A.G. Edwards Investment Strategy Committee, which set investment policy and established asset allocation models for the entire organization.

Mark began his career with A.G. Edwards in 1978, serving as an equity analyst for the firm’s Securities Research Department from 1979 to 1994. During his last five years in Securities Research, Keller was Equity Strategist. He was a founding member of the A.G. Edwards Investment Strategy Committee, on which he served over 20 years, the last 10 years of which as Chairman of the Committee. Mark was a Senior Vice President of A.G. Edwards and Sons and of Gallatin Asset Management and was a member of the Boards of Directors of both companies.

His community activities include serving on the boards of trustees of Lake Geneva Foundation (Lake Geneva, Wisconsin), Conference Point Center (Williams Bay, Wisconsin), Stewards Ministries (Schaumburg, Illinois), and serves as an elder of Fenton Crossing Bible Chapel (Fenton, Missouri). Keller received a Bachelor of Arts from Wheaton College (Illinois) and is a CFA charter holder.

Check the background of this investment professional on
FINRA’s BrokerCheck