2 months ago
2021: Take Two
This time of year, many in our industry follow the...
Vice President,
Financial Advisor
Keith joined CAPTRUST in 2021 from PWA Wealth Management—an independent wealth management firm—where he was an executive vice president and wealth management consultant for over 16 years.
At CAPTRUST, Keith is committed to the success of of high-net-worth individuals, pension plans, and endowment funds. He helps guide our clients with all of their financial decisions, including retirement, investment, estate, and income tax planning.
Prior to PWA Wealth Management, Keith was part of the Cintas management trainee program. This well-respected program provides trainees the tools and resources needed for success in future business leadership roles. Keith is a graduate of Saint Vincent College, where he majored in business finance with a minor in accounting.
When not helping clients succeed, Keith enjoys spending time with his wife, Cara, and their four children, Dominick, Mia, Leonardo, and Nico. Whenever possible, he also likes to squeeze in a round of golf or some fishing.
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