Beth Keohane is the Operations Manager at Black Barn Advisors, where she plays a pivotal role in ensuring the smooth, efficient, and compliant day-to-day functioning of the firm. With almost 20 years of dedicated experience in the financial services industry, Beth brings exceptional expertise across all operational aspects of an advisory business—from back-office processing and compliance to client-facing support and relationship management.
Beth began her career in 2006 at RBC Wealth Management in Rockville, Maryland, where she quickly distinguished herself through her versatility and strong performance in diverse roles. Over the years, she has excelled in both behind-the-scenes operational responsibilities and direct client interactions, building a comprehensive skill set that supports advisors and clients alike with precision and care.
Now residing in Connecticut with her husband and two children, Beth enjoys traveling, baking, and spending quality time with her family and friends. She holds Series 7 and Series 66 licenses, with LPL Financial, and her deep operational knowledge and client-focused mindset make her an invaluable member of the Black Barn Advisors team, helping to deliver seamless service and support to clients as they pursue their financial objectives.
Beth Keohane supports the operations of Black Barn Advisors. Securities and advisory services are offered through LPL Financial, Member FINRA/SIPC.