Archive for ‘Keefe Gorman’

April 29, 2018

Speakers at the Second Annual Forbes-SHOOK Top Advisors Summit


Forbes-SHOOK Top Advisors Summit pic

Forbes-SHOOK Top Advisors Summit

A New York-based financial advisor with Merrill Lynch, Keefe Gorman manages financial assets for institutional clients and high-net-worth individuals. Recently, Keefe Gorman was named a Best-In-State Wealth Advisor by Forbes following an extensive selection process conducted by SHOOK Research.

Forbes and SHOOK together hosted the second annual Top Advisors Summit in Las Vegas, Nevada, from February 27 to March 1, 2018. The exclusive forum was attended by advisors with a combined $1 trillion in assets under management and included the following three speakers.

1. Bill Miller – Before serving as chairman and chief investment officer of Miller Value Partners, this Washington and Lee University alumnus held executive positions with Legg Mason and JE Baker Company. He was named’s Fund Manager of the Decade and Greatest Money Manager of the 1990s by Money Magazine.

2. Mike Novogratz – Formerly a principal with Fortress Investment Group, Mr. Novogratz serves as CEO of Galaxy Investment Partners. In addition to his financial success, he’s the founder of Beat the Streets, a New York-based nonprofit that builds wrestling programs in NYC public schools. He also serves on the board of the Jazz Foundation of America and NYU Langone Medical Center.

3. Kayvon Pirestani – As director of institutional sales for Coinbase’s institutional brokerage and exchange offering, Mr. Pirestani is tasked with marketing functions to grow the number of institutional investors in cryptocurrencies.

April 6, 2018

Forbes Top Advisor Selection Process


Forbes pic


An experienced Certified Financial Planner professional, Keefe Gorman is managing director of investments at a Merrill Lynch-affiliated firm based in New York. In 2018, Keefe Gorman of Merrill Lynch was recognized by Forbes as one of the best wealth advisors in New York State.

A total of 50 financial advisors were listed as best in-state advisors outside of New York City and Mr. Gorman, who operates out of Ithaca, ranked 14th. The Forbes Best-In State Wealth Advisors list highlights financial advisors with strong reputations in all 50 states and is curated through extensive research conducted by SHOOK Research. In creating the list, the firm looks for advisors whom they would recommend to a family member or friend, and that determination is made through face-to-face or telephone interviews as well as quantitative data such as assets under management, industry experience, and revenue trends. To qualify, wealth advisors must have a minimum of seven years experience.

SHOOK only considers advisors with acceptable compliance records who meet predetermined minimum thresholds and were nominated by their respective firms. It received 21,138 nominations for the 2018 list and conducted 5,264 telephone interviews and 1,157 face-to-face interviews at advisors’ places of business.

August 3, 2017

An Introduction to the Serve and Volley Tactic in Tennis

Serve and Volley pic

Serve and Volley

Keefe Gorman is an experienced wealth advisor with Merrill Lynch in New York. Beyond his activities as an advisor and managing director at Merrill Lynch, Keefe Gorman enjoys leading an active lifestyle. He is particularly fond of playing tennis.

Tactics individuals can implement on the tennis court include the serve and volley play. A typical exchange between tennis players involves the server beginning the point and both players remaining at the back of the court until an error or winner has been hit, or until one player can move into the net and end the point with a volley. Once the dominant style of play in tennis, the serve and volley is now used as a change of pace or surprise tactic in which the server immediately moves forward and, ideally, finishes the point at the net within one or two strokes following the serve.

There are a number of components to a successful serve and volley play. For example, a fast, powerful serve can sometimes overwhelm the returner and produce a weak reply that makes for an easy volley. On the other hand, a skilled returner can use the pace against the server and hit a return winner before the opponent has made more than a few steps toward the net. In many cases, a more effective play is a wide, slicing serve or a kick serve into the body, either dragging the returner far off of the court or jamming his racket to prevent a strong return.

The surface of the court can also influence the outcome of the serve and volley play. On a grass court, for instance, balls stay low to the ground after the first bounce. Slice serves are particularly effective on grass, further enhancing the tactic on a grass court. On the other hand, clay courts are less forgiving to slice because they produce high bouncing balls that allow the returner to take his time and measure a perfect passing shot before the server has positioned himself at net.

October 31, 2016

An Overview of Tennis Elbow

tennis elbow

tennis elbow

Keefe Gorman has nearly three decades of experience as an advisor with prominent financial institutions such as Merrill Lynch. Beyond his financial activities with Merrill Lynch, Keefe Gorman enjoys staying physically active by playing tennis.

Though not exclusive to tennis players, tennis elbow ranks as one of the most common injuries tennis players suffer. Tennis elbow is the colloquial term used to describe lateral epicondylitis, a condition characterized by pain in muscles and tendons around the elbow. The condition is brought about not only by overuse of the forearm but by repetitive motions made by the hand and arm, making tennis players particularly vulnerable.

Tennis elbow can begin either as a symptom of a sudden injury or as a long-developing standalone condition. The lateral epicondyle, the area of the arm where muscles and tendons meet the bony exterior of the elbow, is typically the source of discomfort, with symptoms generally originating in the dominant arm.

All types of athletes suffer from tennis elbow, though the malady is more commonly seen in nonathletes. Fewer than 5 percent of tennis elbow cases involve actual tennis players. That said, the condition is prevalent in the tennis community, with an estimated 50 percent of tennis players experiencing the problem at some point in their careers.

Unfortunately for tennis players and other athletes, the primary treatment for overuse injuries is simply resting the impacted area. Before or after a bout of tennis elbow, players should consult a trusted coach or physical trainer. There are various technical adjustments players can make to put less stress on the lateral epicondyle and exercises that can strengthen the area.

October 12, 2016

ShelterBox’s Work in Nepal

 ShelterBox USA pic

ShelterBox USA

Outside of work as a managing director at Merrill Lynch, Keefe Gorman is an avid skier who enjoys spending time on the slopes with his family. Keefe Gorman also remains actively involved with a number of charities, including ShelterBox USA.

A nonprofit organization, ShelterBox USA was founded in 2004. It is one of the worldwide affiliates of ShelterBox, which was started by the Rotary Club of Helston-Lizard in Cornwall, England. ShelterBox is now the Rotary Club’s largest project in the world.

The aim of the organization is to provide people who have experienced humanitarian calamities and catastrophes with shelter and care. Since its founding, the nonprofit has been involved in more than 270 humanitarian crises and catastrophe relief operations in over 95 geographic areas and has helped more than 1 million people.

When a destructive 7.8-magnitude earthquake hit Gorkha, Nepal, in April 2015, thousands of people were killed, and entire villages were destroyed. Within two days of the catastrophe, a team from ShelterBox arrived and rapidly began distributing aid from stocks that had been prepositioned in a nearby location. The team also provided tents for damaged hospitals in the national capital of Kathmandu.

Further, ShelterBox distributed shelter kits to people in need. The kits contained heavy-duty tarps and tools to be utilized in different ways to fix and build shelters. ShelterBox team members also helped in building the shelters.

A year after the tragedy, the organization has assisted in providing shelter to over 67,000 individuals in Nepal.

August 25, 2016

Foodnet Dietician Oversees Distribution of Nutritious Meals

Foodnet Meals on Wheels Image:

Foodnet Meals on Wheels


A top-ranked financial advisor, Keefe Gorman is the managing director of investments for Merrill Lynch. Keefe Gorman is heavily involved in efforts to serve his community and has served on the boards of several charitable organizations. As an eight-year member of the board of directors for Foodnet Meals on Wheels, he dedicated his time and expertise to helping the elderly in Tompkins County, New York.

Foodnet Meals on Wheels has worked to promote the dignity and well-being of the elderly in Tompkins County since 1987. According to Foodnet, about 40% of older adults do not receive adequate nutrition, thereby increasing their risk for serious chronic health problems such as diabetes, heart disease, high blood pressure, and osteoporosis. The organization’s efforts to provide nutritious meals help people to avoid these conditions and continue to live independently.

Foodnet employs a full-time dietician who oversees all the nutritional aspects of the Meals on Wheels program. In addition to providing an initial home visitation to determine eligibility, the dietician also provides individual nutrition counseling and provides referrals to other programs to help clients stay independent. In 2014, nearly 175,000 healthy, balanced meals were provided to area residents.

August 17, 2016

Shelter Box Provides Living Essentials for Disaster Victims

Shelter Box USA pic

Shelter Box USA

A leading wealth management advisor based in Ithaca, New York, Keefe Gorman serves as Managing Director – Investments at Merrill Lynch. With three decades of experience as a financial advisor, Keefe Gorman has appeared in several of Barron’s Top 100 broker lists. When not serving his clients at Merrill Lynch, Mr. Gorman gives back by supporting a number of charities, including Shelter Box USA.

ShelterBox provides shelters and other supplies for families in areas where a natural disaster has occurred or a humanitarian crisis is ongoing. The idea for the organization began with a simple question: what does a family need that has lost everything? In response, ShelterBox came up with an answer in the form of a package that consists of a small cargo container that includes a large tent, blankets, gloves, hats, mosquito nets, a water filter and storage containers, pots and pans, solar lamps, tools, and a tent repair kit – the staples a family needs to survive and to begin rebuilding their lives after losing their homes and belongings.

ShelterBox has shipped over 100,000 of these boxes to people in 240 disaster areas in 90 countries, helping more than one million people. The latest deployments include shipments of ShelterBoxes to people in Malawi displaced by flooding as well as those who were affected by the 2015 earthquake in Nepal.

July 11, 2016

The LLS Therapy Acceleration Program

Leukemia and Lymphoma Society pic

Leukemia and Lymphoma Society

Keefe Gorman, a managing director with Merrill Lynch, engages in outdoor sports such as skiing during his leisure time. Moreover, Keefe Gorman supports various charitable endeavors, including the Leukemia and Lymphoma Society (LLS).

LLS, a voluntary health-focused organization, was founded in 1949. It is committed to efforts to find cures for blood cancer and strives to fund research and patient support. LLS currently supports more than 300 research projects. One of its initiatives is the Therapy Acceleration Program (TAP). The program selects and funds novel projects relating to diagnostics, therapies, or supportive care that have the capacity to raise the level of care for blood cancer patients, particularly in areas where medical needs are unmet to a large extent.

The TAP review process and funding are separate from standard LLS grants. TAP funding goes towards companies and clinical investigators with the goal of improving their access to necessary resources or helping them find partners to assist with processes such as registration, testing, and marketing. For instance, LLS and Kite Pharma, Inc., have partnered to augment the development of KTE-C19, Kite’s primary product candidate for treating patients who have refractory aggressive non-Hodgkin lymphoma.

June 21, 2016

Helpful Tips to Become a Better Mountain Biker

Mountain Biking pic

Mountain Biking

Keefe Gorman is currently working as managing director of investments at Merrill Lynch. He graduated in 1984 as a Vilas Scholar from St. Lawrence University with a bachelor of arts in economics. For hobbies, Keefe Gorman of Merrill Lynch enjoys wakeboarding, motorcycles, water skiing, and mountain biking.

A few tips will help someone become a better mountain biker. When riding through corners, down rock faces, and up steep inclines, it’s crucial to move on the bike. While climbing, shift body weight forward. Shift all weight back while descending to keep balanced and to avoid being pitched over the handlebars. Also, rather than slamming on the brakes, feather them. This technique helps control speed while riding the trail and will allow for more effective stopping.

In addition, which bike one chooses is important. Often times, a bike is purchased because of the brand and specifications. However, what is most vital is to purchase the right bike for someone’s body size and skill level. It’s important for someone to know how they ride now and how they want to start riding in the future. A specialty retailer can help find a bike that is a perfect match for someone’s style as well as to the terrain where someone lives.

May 11, 2016

The Song Mountain Race Team – Creating Great Skiers

Song Mountain Race Team pic

Song Mountain Race Team

Keefe Gorman serves as managing director of investments for Merrill Lynch in New York. In addition to his work with Merrill Lynch, Keefe Gorman is an avid skier and a member of the Song Mountain Race Team.

The Song Mountain Race Team is a nonprofit organization that develops alpine ski racers. Working in conjunction with the Central New York Ski Racing Foundation, or CNYSRF, the organization prepares athletes for success by focusing on several key areas. First, it concentrates on the athletes’ physical and technical abilities to give them the stamina and skills to race. The Song Mountain Race Team also focuses on the mental side of competition, knowing that world-class athletes must prepare their minds as well.

Children between the ages of 5 and 12 can join the Racing Rabbits & Coyotes team, which places a strong emphasis on fun. This team gives children an introduction to ski racing, with 50 hours of training and the chance to participate in real timed competitions. Older children can join a more intensive racing team, which trains four days a week and competes locally and throughout the state.