About

Chief Investment Officer with Three Decades of Portfolio Management Leadership

Keith brings more than 30 years of experience in the investment industry, with a specialty in portfolio management, fiduciary oversight and security analysis to the team.

Previously, Keith was a Principal and Senior Portfolio Manager for Walrus Partners LLC, a boutique money management firm based in Minneapolis. In addition, he served as the Chief Investment Officer for Fifth Third Bank’s Wealth Division and as President of Fifth Third Asset Management Inc., overseeing more than $34 billion in AUM’s. Earlier, he served as the CIO for Bank of America’s investment subsidiary, TradeStreet Investment Associates. In that role, his group oversaw more than $100 billion in assets for institutional clients.

Keith serves as a trustee for the F/M Mutual Funds. He is a trustee and IC Chair for both the ASU Foundation and UC Health.

Keith earned a BS in Finance from Arizona State University and an MS in Investment Management & Security Analysis from Creighton University. He is a CFA Charter Holder and a member of the CFA Institute.

Keith’s Niche

Providing clients with a personalized, boutique-style approach that pairs expert portfolio management with high service standards.

Core Values

Keith is committed to creating a supportive, team-focused atmosphere that encourages shared learning and leads to exceptional outcomes for our clients.