Keith Lehnherr
Commercial Real Estate Investment Professional/Fundraiser
- Role
- Senior Managing Director Investor Relations at Roers Companies
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
Experience
Senior Managing Director Investor Relations
Mar 2024 — Present · Plymouth, MN, US
Oversee prospective investor marketing, investor communications, and capital raising across the firm’s investment strategies.• Manage investor communications including firm emails, quarterly investor calls, webinars, and talking points.• Serve as point of contact for existing investors including high net worth individuals and family offices,
Education
University of Wisconsin-Madison
Bachelor's degree, Consumer Science with an Emphasis in Personal Finance
2003 — 2006
Skills
- Critical Illness
- High Net Worth Individuals
- Pensions
- Credit
- Asset Allocation
- Mutual Funds
- Saving for Education
- Securities
- Estate Planning
- Relationship Management
- 401k Rollovers
- Financial Advisory
- Uniform Combined State Law
- Life Insurance
- Roth Ira
- 401k
- Wealth Accumulation
- Wealth Management Services
- Financial Planning
- Mortgage Lending
- Residential Mortgages
- Financial Planners
- Insurance
- Fixed Annuities
- Series 7
- Iras
- College Savings Plans
- Small Business Retirement Planning
- Portfolio Management
- Loans
- Individual Wealth Management
- Retirement
- Bonds
- Strategic Financial Planning
- Wealth Management
- 529 Plans
- Long Term Care Insurance
- Long-Term Care
- Investment Advisory
- Investments
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