April 14, 2021
REFI profiled Marcum Wealth’s global search for non-core funds.
HFM: REFI
By Sasha Fedorenko

Excerpt:
McKeown created the firm’s quantitative and qualitative due diligence process for analyzing investment managers across equities, fixed income and alternative strategies. He also developed Marcum Wealth’s asset allocation frameworks, based on the firm’s proprietary ultra-modern portfolio theory, which guides the management of client portfolios.