Merrill Lynch’s managing director of investments Keefe Gorman has three decades of experience in finance. Outside of his work for Merrill Lynch, Keefe Gorman is a philanthropist who gives to several organizations, including ShelterBox. ShelterBox provides emergency services to people facing natural disasters and humanitarian crises in more than 90 countries. When a calamity occurs, ShelterBox offers emergency supplies and temporary shelter to people who have been displaced. Since its founding, the organization has assisted more than 1 million people. The group takes its name from an actual “box,” a utilitarian supply kit it passes out to people and families in crisis. ShelterBox customizes its boxes to meet specific needs, but each box generally includes a tent, blankets, tools, and methods for purifying water. ShelterBox also provides mosquito nets in regions where malaria is a concern. ShelterBox also provides for children in need, many of whom have lost their possessions and their family. Included in the survival kits are children’s packs, which contain art supplies, educational materials, and other small treasures. The organization also prepares special school boxes, each of which comes with educational materials sufficient to keep 50 students learning in spite of a catastrophe.
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Financial industry veteran Keefe Gorman works as an advisor for Merrill Lynch. To bring up-to-date knowledge of the financial industry to his clients at Merrill Lynch, Keefe Gorman maintains membership in the Financial Planning Association (FPA). As a membership organization for certified financial planners (CFPs), along with affiliated educators, students, and other professionals, FPA seeks to advance the interests of the financial planning community.
To help members advance in their careers, FPA offers a range of professional education opportunities. Each year, the organization hosts several conferences, which feature high-caliber speakers and programming to provide the latest business and technical information to members. The organization’s annual conference attracts more than 2,000 financial planning professions, with 50 percent of attendees having at least 15 years of experience in the financial industry. Through this event, planners at every stage of their career gain insights from noted industry leaders and have opportunities to network with peers. In addition to in-person events, FPA provides virtual learning opportunities, including free webinars. The organization also produces a publication, the Journal of Financial Planning. 9/10/2015 0 Comments The Tennis Pro Set ExplainedKeefe Gorman, of Merrill Lynch, has established himself as one of the nation’s top financial advisors over the course of his career. Outside of his work at Merrill Lynch, Keefe Gorman is an accomplished athlete and former pro skier. He likes to stay physically active through sports such as mountain biking and tennis.
Individuals new to the sport of tennis may hear the term pro set and assume it refers to the sets played by professional tennis players, which are won by the first player to reach six games. In reality, the pro set was developed during the days of the Pro Tour and is played to eight games. This extended set remains popular among league players and in collegiate settings, and in fact all Division I doubles matches are played as pro sets. During a pro set, a player must win by a margin of at least two games, with a traditional 7-point tie break occurring should the score reach eight games all. Though less common, some pro sets are played to 10 games. Other than the eight-game goal, a pro set is scored in the same fashion as the more well-known six-game set. A financial professional with Merrill Lynch, Keefe Gorman also contributes time and energy to various community organizations. One research and patient support organization to which Keefe Gorman donates is the Leukemia & Lymphoma Society (LLS).
While leukemia and lymphoma are both blood cancers, the former disease affects cells in bone marrow, while the latter is found in the lymphatic system. LLS sponsors in-person and online resources for mutual support. No fees are charged for these gatherings. Persons who appreciate “live” small group settings may be interested in the organization's family support groups, where meetings allow patients and families to share feelings and get information. Experts trained in oncology facilitate the groups, which usually meet monthly. Currently some 230 groups exist, with numbers rising steadily. Those desiring a more private setting can take part in the Patti Robinson Kaufmann First Connection Program. In this program, newer patients pair up with peers experienced in living through blood cancer. Peers receive training in counseling and access to educational materials. When possible, participants and peers are matched by gender, diagnosis, and age. Finally, electronic discussion boards mediate conversation about various blood cancers and other topics of interest. Caregivers, young persons, and those experiencing blood cancers can also sign onto weekly online chats. A managing director of investments at Merrill Lynch, Keefe Gorman leads an experienced team of financial professionals. Demonstrating a strong work ethic at Merrill Lynch, Keefe Gorman has been recognized several times as a leading financial professional and has been named to Barron’s magazine Top 100 Advisors several times.
Once you've decided that it’s a good time to find a financial advisor, a good place to start your search is checking for specific designations and qualifications. There are three main designations that can help narrow down your search significantly: Chartered Financial Analyst (CFA) charter holder, Certified Financial Planner (CFP), and Chartered Financial Consultant (ChFC). Additionally, check for any regulatory exams, such as Series 6 or 7 regulations, that a professional has completed along with the services they offer and how much experience they have dealing with areas specific to your situation. After you find an advisor that meets your technical specifications, asking them about their personal approach to financial planning and the type of clients they usually help provides you with some additional background. Not every financial planner will have a philosophy that aligns with your own, nor will they always be used to working certain financial situations or asset levels. The final step to selecting an appropriate advisor is to start discussing the logistics of their services, including how your advisor will be paid and whether they offer any packages or comprehensive planning options that may better suit your needs. With expertise in wealth management and financial planning, Keefe Gorman serves as a managing director with Merrill Lynch in New York. Outside of his professional endeavors at Merrill Lynch, Keefe Gorman enjoys competitive skiing and remains active with a number of related organizations, including the U.S. Ski and Snowboard Association (USSA).
Among its many programs, the USSA maintains SkillsQuest, a component of the Alpine Training System (ATS) that is intended to facilitate skills development and reward junior athletes who improve in the ATS’s core areas of focus. Through the SkillsQuest journey, USSA helps skiers realize success by ensuring that they concentrate on and develop the skills necessary to become a top ski racer. The program covers a wide range of competencies and supporting activities, such as conditioning, tactics and technique, equipment preparation, racer management, and performance psychology. USSA explains that SkillsQuest is especially effective because it incorporates specific activities designed for racers in each ATS development phase. To monitor progress, the program also includes a SkillsQuest Skiing Skills Assessment and a SkillsQuest Conditioning Assessment for the off-season. Keefe Gorman leverages extensive experience in financial planning and wealth management to serve as a managing director with Merrill Lynch. When he isn’t assisting clients at Merrill Lynch, Keefe Gorman enjoys various outdoor activities, including golf.
In a recent article for Golf Magazine, golf coach Dave Pelz shared tips on how to execute a 10- to 15-yard pitch shot over a hazard. He explains that improper technique is typically to blame when players hit into the hazard by “chunking” the ball, as they use their standard pitching club, a normal grip, and their usual backswing length. According to Mr. Pelz, this technique is appropriate for a 30- to 40-yard shot, so players decelerate during the swing in an effort to hit the ball a shorter distance. To avoid detrimental deceleration in wedge play, Dave Pelz recommends that players utilize a lob wedge for more loft and a softer shot. He also suggests that players shorten their grip on the loft wedge to remove power while shortening their backswing to about hip height. Industry-recognized financial advisor Keefe Gorman serves as a managing director with Merrill Lynch. On top of his responsibilities at Merrill Lynch, Keefe Gorman has held several advisory roles with organizations in his community, including a position on the Board of Directors for Foodnet Meals on Wheels in Tompkins County, New York.
In March, Foodnet hosted another Mac ‘n Cheese Bowl, a community fundraising event that benefits the organization’s efforts to support elderly community members and individuals with disabilities who are unable to shop or cook their own meals. The 2015 event at Ithaca High School featured a wide range of exciting activities for attendees of all ages, including a demonstration on the science and art of pasta from the co-founder of Wide Awake Bakery. For young mac ‘n cheese lovers, Foodnet organized a KidZ Korner, where children could make postcards to accompany the meals that are distributed to Foodnet clients. A number of first-time Bowl participants, such as Coltivare and Greenstar Cooperative Market, debuted their products at the 2015 event, while other local caterers and restaurants returned to present their wares at the most recent Bowl. For the 2015 Bowl, Foodnet also created a Kid’s Choice Award so children between the ages of 5 and 12 could vote for their preferred mac ‘n cheese dish. 5/26/2015 0 Comments Adventurous Skiing in ChileKeefe Gorman is a wealth management advisor at Merrill Lynch. Outside of his work with Merrill Lynch, Keefe Gorman is an avid skier, who has skied in many places throughout the world, including in Chile.
Traveling to Chile is an option for people who live in the Northern Hemisphere and want to extend their skiing season. This is because the ski season in Chile spans from June to October, months that are too warm for skiing in other parts of the world. In addition to its summer skiing season, Chile also offers travelers many unique skiing experiences. At Volcan Osorno in the southern part of the country, for example, skiers can navigate the slopes of a volcano. While not skiing, they can go on snowshoeing tours to see the crater of the volcano. Chile also provides options to even more adventurous skiers who want to go off the beaten track and ski off-trail. At Ski Arpa, skiers can participate snowcat skiing, in which a vehicle takes visitors to a remote part of the mountains. There, they can enjoy fresh, untouched powder and uncrowded skiing in a beautiful natural setting. Currently based in New York, Keefe Gorman works at Merrill Lynch as a manager and advisor. When he is not in the office at Merrill Lynch, Keefe Gorman is a longtime competitive skier who is involved with a number of ski racing organizations.
Ski racing is a challenging sport, and having strong technical skiing skills is not necessarily enough to achieve success in races. That’s because ski racing is a mental activity as well as a physical one. When training for a race, there are a number of influencers skiers should focus on so that they feel mentally prepared when the race starts and satisfied with their performance when the race is over. One important aspect that affects both physical ability and mental state is preparation. Not only does a person need to train become physically capable of skiing well consistently, but he or she also needs to practice in order to build the confidence needed to ski well. Ski racers should also consider their personal perceptions of the activity. This includes understanding one’s reasons for competing, what one hopes to achieve, and how one measures success or failure. Since perspective affects a number of factors when competing, including the emotions a person feels during the competition, it is an important element to consider. Finally, the person needs to develop the mental fortitude needed to ski well when it matters, namely at race time. A person can have great skiing abilities, but he or she needs to be able to perform under the pressure of the race to make full use of those skills in a competitive setting. |
AuthorMichael Keefe Gorman, a broker with Merrill Lynch, serves a geographically diverse group of individual investors, businesses, and non-profits from his office in Ithaca, New York. Archives
March 2022
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