Insights

Growing AUM Asset base exceeding $10 billion presents cross-sell opportunities across equity, fixed income, and multi-asset strategies to institutional clients such as public entities, Taft-Hartley plans, and endowments.

Client Base Reach Operating across 35+ states plus DC and Canada indicates potential for expanding distribution footprint, tailored regional strategies, and regulatory-compliant onboarding capabilities for new institutions.

Leadership Expansion Recent hires in distribution, client service, and risk/portfolio construction signal a focus on client experience and sophisticated portfolio analytics—opportunities to engage around onboarding enhancements and advanced reporting needs.

ETF Readiness Past partnerships to bring ETF strategies to market show openness to scalable, frequency-based investment products and SI/ERISA-compliant ETF solutions for institutional investors.

Tech Backbone Reliance on modern tech stack (Salesforce, Marketing Cloud, Azure, WordPress) enables targeted outreach, data-driven client servicing, and digital marketing collaborations to accelerate client acquisition and retention.

Similar companies to CS McKee

CS McKee Tech Stack

CS McKee uses 8 technology products and services including WordPress, Salesforce, Microsoft 365, and more. Explore CS McKee's tech stack below.

Media & News

CS McKee's Email Address Formats

CS McKee uses at least 3 email formats:
CS McKee Email FormatsExamplePercentage
FLast@csmckee.comJDoe@csmckee.com
94%
Last@csmckee.comDoe@csmckee.com
4%
FL@csmckee.comJD@csmckee.com
2%

Frequently Asked Questions

What is CS McKee's official website and social media links?

Minus sign iconPlus sign icon
CS McKee's official website is csmckee.com and has social profiles on LinkedIn.

How much revenue does CS McKee generate?

Minus sign iconPlus sign icon
As of October 2026, CS McKee's annual revenue is estimated to be $50M - $100M.

What is CS McKee's NAICS code?

Minus sign iconPlus sign icon
CS McKee's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does CS McKee have currently?

Minus sign iconPlus sign icon
As of October 2026, CS McKee has approximately 52 employees across 1 continents, including North America. Key team members include Senior Vice President: L. T., Vice President: Z. V. and Trade Support Manager: L. S. Explore CS McKee's employee directory with LeadIQ.

What industry does CS McKee belong to?

Minus sign iconPlus sign icon
CS McKee operates in the Investment Management industry.

What technology does CS McKee use?

Minus sign iconPlus sign icon
CS McKee's tech stack includes WordPress, Salesforce, Microsoft 365, Salesforce Marketing Cloud Account Engagement, Microsoft Azure, WP Engine, Apache and Apache HTTP Server.

What is CS McKee's email format?

Minus sign iconPlus sign icon
CS McKee's email format typically follows the pattern of FLast@csmckee.com. Find more CS McKee email formats with LeadIQ.

When was CS McKee founded?

Minus sign iconPlus sign icon
CS McKee was founded in 1931.
CS McKee logo

CS McKee

Investment ManagementPennsylvania, United States51-200 Employees

C.S. McKee, L.P. is an institutional investment management firm founded in 1931 and based in Warrendale, Pennsylvania. It designs and oversees portfolios across equities, fixed income, and multi-asset strategies for a range of institutional clients. Its client roster includes public entities, Taft-Hartley plans, insurers, corporations, endowments, foundations, hospitals, schools, and religious organizations, with assets under management exceeding $10 billion and service extending to more than 35 states, the District of Columbia, and Canada. The firm positions itself as a mid-sized shop that prioritizes responsiveness to each client's objectives. In 2026, CS McKee added Thandi Clements as Director of Distribution and Client Service, reflecting ongoing enhancements to its client-facing and service capabilities.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
1931
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    CS McKee's revenue is estimated to be in the range of $50M - $100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.