Bill Keefe
Director/Board Member at OLD POINT FINANCIAL CORPORATION
Net worth: 172 779 $ as of 2024-03-30
Profile
Mr. William F.
Keefe, CPA, is an Independent Director at Old Point Financial Corp.
and a Managing Director at McRae Capital Management, Inc. He is on the Board of Directors at Old Point Financial Corp.
and The Old Point National Bank of Phoebus.
Mr. Keefe was previously employed as an Independent Director by Somerset Hills Bancorp, a Senior Portfolio Manager by TSP Capital Management Group LLC, a Chief Financial Officer by First Morris Bank & Trust, a Senior Vice President & Treasurer by United Trust Co., a Chief Financial Officer by Vista Bancorp, Inc. (New Jersey), and a Treasurer & Senior Vice President by United National Bancorp (New Jersey).
He also served on the board at Somerset Hills Bank.
He graduated from Fairleigh Dickinson University, Madison, New Jersey with a B.S.
in Accounting.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-18 | 9,734 ( 0.19% ) | 172 779 $ | 2024-03-30 |
Bill Keefe active positions
| Companies | Position | Start |
|---|---|---|
| OLD POINT FINANCIAL CORPORATION | Director/Board Member | 2016-04-30 |
The Old Point National Bank of Phoebus
 The Old Point National Bank of Phoebus Major BanksFinance Old Point National Bank of Phoebus provides personal and business banking products and services. Its personal banking products and services comprise checking and savings accounts, credit cards, investments, private banking and personal online banking. The company was founded in 1922 and is headquartered in Hampton, VA. | Director/Board Member | - |
McRae Capital Management, Inc.
 McRae Capital Management, Inc. Investment ManagersFinance McRae Capital Management, Inc. (McRae Capital) is an independent investment counseling firm headquartered in Morristown, New Jersey. The firm was founded by Rod McRae in 1981. McRae Capital manages investment portfolios for affluent individuals and families, private foundations and institutions.. | Portfolio Manager-Equities | - |
Pl Capital LLC
 Pl Capital LLC Financial ConglomeratesFinance Pl Capital LLC provides investment services. The private company is based in Morristown, NJ. The company was founded by Richard J. Lashley, John William Palmer. | Corporate Officer/Principal | - |
Former positions of Bill Keefe
| Companies | Position | End |
|---|---|---|
Somerset Hills Bancorp
 Somerset Hills Bancorp Financial ConglomeratesFinance Somerset Hills Bancorp is a bank holding company. The company through its wholly owned subsidiary, Somerset Hills Bank, provides commercial banking services. It offers various services including, personal and business checking accounts, time deposits, money market accounts and regular savings accounts. The bank's loan portfolio comprises short to medium term commercial business, high net worth individuals, professional practices and consumer and retail customers. It operates through two reportable segments: Community Banking and Mortgage Banking. The Community Banking segment activities include acceptance of deposits from the general public, origination of mortgage loans secured by residential and commercial real estate, commercial and consumer loans and investment in debt securities, mortgage-backed securities and other financial instruments. The Mortgage Banking segment provides mortgage-banking services to customers on behalf of investor companies through Sullivan Financial Services, Inc. Somerset Hills was founded in 1997 and is headquartered in Bernardsville, NJ. | Director/Board Member | 2013-06-02 |
| First Morris Bank & Trust | Corporate Officer/Principal | 2007-12-30 |
| United Trust Co. | Corporate Officer/Principal | 2003-12-30 |
Vista Bancorp, Inc. (New Jersey)
 Vista Bancorp, Inc. (New Jersey) Financial ConglomeratesFinance Vista Bancorp, Inc. provides banking services. It is a subsidiary of United National Bancorp. The company is headquartered in Phillipsburg, NJ. | Corporate Officer/Principal | 2001-12-30 |
Somerset Hills Bank
 Somerset Hills Bank Regional BanksFinance Somerset Hills Bank is a state chartered commercial bank. The company is based in Bernardsville, NJ. The company was founded by Edward B. Deutsch. | Director/Board Member | - |
Training of Bill Keefe
| Fairleigh Dickinson University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| OLD POINT FINANCIAL CORPORATION | Finance |
| Private companies | 10 |
|---|---|
The Old Point National Bank of Phoebus
The Old Point National Bank of Phoebus Major BanksFinance Old Point National Bank of Phoebus provides personal and business banking products and services. Its personal banking products and services comprise checking and savings accounts, credit cards, investments, private banking and personal online banking. The company was founded in 1922 and is headquartered in Hampton, VA. | Finance |
| United National Bancorp (New Jersey) | Finance |
Vista Bancorp, Inc. (New Jersey)
Vista Bancorp, Inc. (New Jersey) Financial ConglomeratesFinance Vista Bancorp, Inc. provides banking services. It is a subsidiary of United National Bancorp. The company is headquartered in Phillipsburg, NJ. | Finance |
McRae Capital Management, Inc.
McRae Capital Management, Inc. Investment ManagersFinance McRae Capital Management, Inc. (McRae Capital) is an independent investment counseling firm headquartered in Morristown, New Jersey. The firm was founded by Rod McRae in 1981. McRae Capital manages investment portfolios for affluent individuals and families, private foundations and institutions.. | Finance |
TSP Capital Management Group LLC
 TSP Capital Management Group LLC Investment ManagersFinance TSP Capital Management Group LLC (TSP) is an independent registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Thomas S. Paluck in 2004. TSP provides customized services to individuals, pension and profit-sharing plans, trusts, charitable organizations and business entities. | Finance |
Pl Capital LLC
Pl Capital LLC Financial ConglomeratesFinance Pl Capital LLC provides investment services. The private company is based in Morristown, NJ. The company was founded by Richard J. Lashley, John William Palmer. | Finance |
Somerset Hills Bancorp
Somerset Hills Bancorp Financial ConglomeratesFinance Somerset Hills Bancorp is a bank holding company. The company through its wholly owned subsidiary, Somerset Hills Bank, provides commercial banking services. It offers various services including, personal and business checking accounts, time deposits, money market accounts and regular savings accounts. The bank's loan portfolio comprises short to medium term commercial business, high net worth individuals, professional practices and consumer and retail customers. It operates through two reportable segments: Community Banking and Mortgage Banking. The Community Banking segment activities include acceptance of deposits from the general public, origination of mortgage loans secured by residential and commercial real estate, commercial and consumer loans and investment in debt securities, mortgage-backed securities and other financial instruments. The Mortgage Banking segment provides mortgage-banking services to customers on behalf of investor companies through Sullivan Financial Services, Inc. Somerset Hills was founded in 1997 and is headquartered in Bernardsville, NJ. | Finance |
| First Morris Bank & Trust | Finance |
| United Trust Co. | Finance |
Somerset Hills Bank
Somerset Hills Bank Regional BanksFinance Somerset Hills Bank is a state chartered commercial bank. The company is based in Bernardsville, NJ. The company was founded by Edward B. Deutsch. | Finance |
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