Senior Advisor, Partner
Keith has over thirty years of experience in the investment field, specializing in asset allocation, investment policy design, and manager search and selection. He worked with Roger on the first edition of Roger’s book and soon after became Roger’s first hire. Throughout his career with us, Keith has developed particular experience working with multi-generational clients on their complex estate, trust, and charitable giving strategies. He also spearheaded our efforts to identify separate account managers to serve client-specific investment objectives.
Keith holds the professional designation of Accredited Investment Fiduciary® (AIF®) and earned his Master of Business Administration degree from the Joseph M. Katz Graduate School of Business at the University of Pittsburgh.
Keith is building his small dream home on 82 forested acres in Armstrong County. In his free time, he enjoys staying fit and documenting his adventures managing the Goldner Woodland Farm.