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The CSI Team

Comprehensive and Dynamic

Adam T. Keefe


Wealth Management

Adam T. Keefe, Vice President of Wealth Management, is a graduate of Stanford University (B.A. Political Science). Mr. Keefe competed in both volleyball and basketball at Stanford before becoming the tenth pick in the 1992 NBA draft. Prior to joining CSI, Mr. Keefe played 11 years of professional basketball and served as an advisor to three different privately held companies or funds.

 
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This year, Barron's once again ranked CSI among the country's top independent financial advisers.

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