Keystone Global Partners
Keystone Global Partners is an independent private wealth management firm serving startup founders, entrepreneurs, and ultra-high-net-worth families. We specialize in exit planning, post-liquidity wealth management, and Qualified Small Business Stock (QSBS) strategies. Our team guides clients through company sales, liquidity events, and tax minimization, delivering institutional-caliber portfolio construction, sophisticated financial planning and modeling, and founder-specific frameworks to help preserve, grow, and deploy capital after an exit.
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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Distinct roles
4
indexed titles
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Monthly traffic
35
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- CL
Calvin Lo
Managing Director · General Business & Management
EmailPhone - AH
Angelica Houser
Client Services Manager · Customer/Client Service
EmailPhone - MC
Michelle Carr
Client Operations · Operations
EmailPhone - JP
Jennifer Park
Operations Associate · Operations
EmailPhone
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Top roles at Keystone Global Partners
4 distinct titles indexed · top 4 shown.
- 1client operations
- 1client services manager
- 1managing director
- 1operations associate
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