Charles Keates, Esq.

Partner

Charles is a man of boundless energy and passion for a broad set of interests. But above all else is his love of the logic and the intricacies of the law. Veritable found Charles by happenstance in 2001 on the dock of the Undine Barge Club in Philadelphia and lured him away from an intended career in public finance to become a portfolio manager. In 2004 he was a central architect of the firm’s conversion back to an independent investment advisory firm and a natural for his current roles as the firm’s General Counsel and Chief Compliance Officer. He is integrally involved in negotiations with outside managers and hedge funds, the organization and operation of Veritable’s many collective investment structures and the design and execution of the firm’s client portfolio review and compliance processes. He is also a vocal member of Veritable’s Operating Committee and an essential advisor to its Executive Committee.

A native of Atlantic City, New Jersey, Charles graduated with a BA from La Salle University, earned his JD from Seton Hall University and a Masters of Governmental Administration from the Fels Institute of Government of the University of Pennsylvania. He was admitted to the Bars of Pennsylvania, New Jersey and the District of Columbia. Prior to attending Fels, Charles was an assistant county counsel in the Atlantic County (New Jersey) Department of Law. He is a member of the Board of Trustees of the Library Company of Philadelphia, the Chairman of the Board of Trustees of the Philadelphia Society for the Preservation of Landmarks, and an Ex Officio member of the Board of Trustees of the Pennsylvania Ballet. He is a competitive athlete having run in several international marathons, and driven many of his colleagues to the brink of exhaustion in the firm’s regular on site fitness classes where his zeal is without equal.

Charles Keates, Esq.

Partner

Charles is a man of boundless energy and passion for a broad set of interests. But above all else is his love of the logic and the intricacies of the law. Veritable found Charles by happenstance in 2001 on the dock of the Undine Barge Club in Philadelphia and lured him away from an intended career in public finance to become a portfolio manager. In 2004 he was a central architect of the firm’s conversion back to an independent investment advisory firm and a natural for his current roles as the firm’s General Counsel and Chief Compliance Officer. He is integrally involved in negotiations with outside managers and hedge funds, the organization and operation of Veritable’s many collective investment structures and the design and execution of the firm’s client portfolio review and compliance processes. He is also a vocal member of Veritable’s Operating Committee and an essential advisor to its Executive Committee.

A native of Atlantic City, New Jersey, Charles graduated with a BA from La Salle University, earned his JD from Seton Hall University and a Masters of Governmental Administration from the Fels Institute of Government of the University of Pennsylvania. He was admitted to the Bars of Pennsylvania, New Jersey and the District of Columbia. Prior to attending Fels, Charles was an assistant county counsel in the Atlantic County (New Jersey) Department of Law. He is a member of the Board of Trustees of the Library Company of Philadelphia, the Chairman of the Board of Trustees of the Philadelphia Society for the Preservation of Landmarks, and an Ex Officio member of the Board of Trustees of the Pennsylvania Ballet. He is a competitive athlete having run in several international marathons, and driven many of his colleagues to the brink of exhaustion in the firm’s regular on site fitness classes where his zeal is without equal.