Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Keith provides individuals and families with comprehensive wealth management including integrated financial planning and investment strategies to help grow and protect wealth. Prior to joining the firm in 2014, he was a wealth advisory associate at Morgan Stanley Wealth Management. Prior to that, he was a wealth planning specialist and branch office manager at UBS Financial Services.

Keith has bachelor’s degrees in finance and business management from Boston University.

Personal Interests

Keith volunteers time with Habitat for Humanity and Children’s Aid Society. He likes to cheer for the Yankees and Giants and enjoys running, swimming and playing golf.