About

Chief Investment Officer with Four Decades of Portfolio Management Leadership

Keith brings more than 40 years of experience in the investment industry–with a specialty in portfolio management, fiduciary oversight, and security analysis–to the USB team. He has extensive experience managing investment portfolios for individuals, pensions, and not-for-profit institutions.

Previously, Keith served as both the Chief Investment Officer for Fifth Third Bank’s Private Client Division and as President of Fifth Third Asset Management, LLC. In these capacities, he was responsible for more than $34 billion in assets under management.

Currently, Keith serves as trustee and IC Chair for the UC Health System based in Cincinnati.  Previously, he served as trustee and IC Chair for the ASU Foundation in Tempe and as an Independent Director for the F/m Mutual Fund Family.

Mr. Wirtz 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.