Officers

Kyle McKenzie – President San Francisco Bond Club 2020-2021

Kyle McKenzie is a Vice President and Advisor at Charles Schwab in the Bay Area. Prior to serving clients as an advisor he was an Associate Director on the intermediary services group at Artisan Partners with responsibility for third-party relationships with institutions and financial professionals that offer Artisan Funds.  Before joining Artisan Partners in June 2015, Mr. McKenzie worked as senior sales associate at Forward where he managed the northern and southern Californian regions. Before that, he began his career at Grant Thornton in their Valuations and Management Consulting Group and went onto becoming an assistant portfolio manager and senior financial analyst at United States Commodity Funds.  Mr. McKenzie holds a bachelor’s degree in business administration from the University of Oregon.

Keith Parker, CFA- Treasurer/Vice President San Francisco Bond Club 2020-2021

Keith Parker provides investment consulting to guide advisors through building portfolios on the AssetMark platform, including selecting the right investment managers and providing objective risk-based analysis, research, and insights. 

Keith has over 25 years’ experience and joined AssetMark in 2022. Prior to joining AssetMark, Keith spent 8 years as a Senior Investment Analyst at the Wells Fargo Investment Institute, 5 years as a Senior Fund Analyst/Product Specialist for HighMark Capital Management, and 3 years as a Senior Analyst for the Schwab Center for Financial Research.

Keith holds a BA in Business Economics from the University of California, Santa Barbara and the Chartered Financial Analyst (CFA) designation.

Ronald Lynch - San Francisco Bond Club Historian (Legacy)

Ron is a partner of Sanctuary Wealth Services, responsible for business development and advisor recruitment. Ron has 25 years of financial services and Wall Street experience. Prior to joining Sanctuary, Ron worked at Bear Stearns, Chase Manhattan Bank, and Smith Barney. At Bear Stearns, Ron successfully launched the firm’s sales initiatives in the Pacific Northwest. At Chase, he helped build out the sales function of bank’s mutual fund family and was responsible for leading the bank’s sales initiatives on the West Coast. Ron started his career on the capital markets desk at Smith Barney. He served on the Board of Trustees at Hartwick College, where he graduated. Ron also is a past president of the San Francisco Bond Club and currently resides on the board of Peninsula Family Service. Ron is also the first recipient of the Jeff Filter Award in 2015.