Our Team

Keith DeGreen, J.D. CFP®

CEO and Portfolio Manager

Keith DeGreenIn 2006 Keith DeGreen sold DeGreen Wealth Management, an investment advisory firm in Scottsdale, Arizona, with $640,000,000 of assets under management.

He promptly bought a boat, sailed across the Pacific, and flunked retirement.

He spent the next three years engaged in a world-wide research sabbatical — by plane! He met with government officials, business leaders, investment experts and ordinary people in countries throughout Asia, the Middle East, Europe, and Central and South America.

Using his own money, he developed and tested what is now DeGreen Capital Management’s MARKTORS® portfolio management program, and has pioneered world-wide market and sector investing through the growing universe of low-cost, U.S.-traded, exchange traded funds (ETFs). He remains DeGreen Capital Management’s first investor. Participating investors invest with Keith.

Keith is the author of The Emerging Markets Book, now in its second printing. Learn more about The Emerging Markets Book.

In January, 2010, Keith returned to host Arizona’s most popular personal finance show, on the state’s most popular radio station – NewsTalk 550, KFYI. Keith’s program is now in its 20th year on the station. You may hear the program live, 7-9 AM each Sunday, or you may enjoy recently archived editions of the program on this website. Listen to show archives.

Keith has been a Certified Financial Planner since 1987. He earned his law degree at The University of Cincinnati, School of Law approximately 100 years ago (or so it seems), after returning from Vietnam, where he received the Purple Heart and attained the rank of Sergeant with the United States Marines. Click here to enlist.

A nearly 30-year Arizona resident, Keith was Arizona’s Republican candidate for U.S. Senate in 1988. He was a candidate for Governor in 2005 but withdrew due to a family illness.

In 2007, Keith, his wife, Lynn, and their two youngest sons, relocated to Keith’s boyhood hometown, Chagrin Falls, Ohio. The family continues to maintain a residence in Scottsdale.

Keith is the proud father of five children and three grandchildren. His children range in age from 40 to 13. Keith is obviously a financial, not a family, planner.

Kyle Kopecky

Chief Administrator

Kyle KopeckyKyle Kopecky is our company’s Chief Administrator. She is often the first DeGreen Capital Management team member you will meet, as you call our home office for seminar reservations, a Suitability Interview, or for general information.

She runs our home office, and Keith (with an able assist from Keith’s wife, Lynn). She is also instrumental in managing many administrative issues associated with our Scottsdale Office.

Before joining DeGreen Capital Management in 2008, Kyle was a Senior Associate at Paragon Advisors, a multifamily office that managed $2 billion in assets. In addition to her role as Executive Assistant to the firm’s two Senior Managing Directors, she provided support for the Executive Committee, oversaw IT responsibilities, database management and preparation of clients’ income tax returns.

A long-time Chagrin Falls resident, Kyle has been active in countless community, school and non-profit activities for many years.

Donald Ebey

Executive Vice President, Chief Compliance Officer

Donald EbeyWhen DeGreen Wealth Management was first launched 14 years ago, Don Ebey was the company’s first employee. With Don’s capable assistance, DeGreen Wealth Management grew zero assets to more than $640,000,000 under management before being sold in 2006. In January, 2010, when Keith opened DeGreen Capital Management’s Scottsdale office, Don was again hired as our first Arizona employee.

Don’s responsibility is to ensure that all client account administrative issues are handled seamlessly, and that we comply in every respect with all applicable laws and regulations.

Don has 25 years of industry experience and has earned a long list of securities licenses. These include: Series 3, 4, 6, 7, 24, 30, 53, 63, 65 & 66.

Don holds the FLMI insurance industry designation, and is also fully licensed with respect to life, health, disability and variable insurance products.

Don earned his Bachelors of Science in Business, with a minor in Finance from Western International University.

Another Ohio boy, Don was born and raised in Canton, Ohio; but he has lived in Arizona since 1989.

Don is also a fellow Marine, and served with the 1st Marine Division Band, 1st Chair Euphonium.

He is also actively involved with his church.

Copyright ©2010 DeGreen Capital Management

MATERIAL DISCLOSURE FOR DEGREEN CAPITAL MANAGEMENT LLC. DEGREEN CAPITAL MANAGEMENT LLC IS AN INVESTMENT ADVISOR REGISTERED WITH THE STATES OF OHIO AND ARIZONA, WITH OFFICES IN BOTH STATES, AND MAY ACCEPT CLIENTS THROUGHOUT THE UNITED STATES. A MORE DETAILED DESCRIPTION OF THE COMPANY, ITS MANAGEMENT AND PRACTICES IS CONTAINED IN ITS REGISTRATION DOCUMENT, FORM ADV PART II. A COPY OF THIS FORM MAY BE OBTAINED BY CONTACTING THE COMPANY AT ITS HOME OFFICE: 8401 CHAGRIN ROAD, SUITE 17, CHAGRIN FALLS, OHIO 44023. PHONE: 440.708.9110. ITS ARIZONA OFFICE IS LOCATED AT 4800 NORTH SCOTTSDALE ROAD, SUITE 1500, SCOTTSDALE, AZ 85251. PHONE: 480.609.9900. PAST PERFORMANCE OF SECURITIES OR OF INVESTMENT STRATEGIES EMPLOYED, IS NO GUARANTEE OF FUTURE RESULTS OR RETURNS. INVESTMENT RETURN AND PRINCIPAL VALUE WILL FLUCTUATE SO THAT AN INVESTMENT, WHEN SOLD OR REDEEMED, MAY BE WORTH MORE OR LESS THAN THE ORIGINAL COST. INVESTMENTS IN FOREIGN MARKETS, EVEN WHEN MADE THROUGH U.S.-TRADED ETFS, ARE SUBJECT TO VARIOUS INVESTMENT, TRADING, AND FOREIGN EXCHANGE RISKS, AND OTHER RISKS, INCLUDING THE RISK OF POSSIBLE LOSS OF PRINCIPAL. PROSPECTIVE INVESTORS SHOULD UNDERSTAND THESE POTENTIAL RISKS BEFORE INVESTING.