3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Keith joined CAPTRUST from Boston Advisors in 2019. He serves as a principal, financial advisor responsible for providing comprehensive portfolio management services to high-net-worth individuals, families, estates, and endowment investors.
Prior to joining the firm, Keith was a senior vice president & portfolio manager with Boston Advisors where he was responsible for providing comprehensive portfolio management services to high-net worth individuals, families, estates, and endowments. While there, Keith co-managed the firms Dividend Growth Equity Strategy while also serving as Chairman for the firms internal 401(k) committee.
He earned a Bachelor of Arts degree in psychology from Framingham State University, and a Master of Business Administration degree from the Sawyer Business School of Suffolk University.