2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Principal,
Financial Advisor
Keith joined CAPTRUST from Boston Advisors in 2019. He serves as a principal and 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 firm’s Dividend Growth Equity Strategy while also serving as Chairman for the firm’s 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.
2 months ago
The classic 1982 film Never Say Never Again marked Sean...
6 months ago
Investors entered the opening quarter of 2023 on the edge...
9 months ago
In this edition of Investment Strategy, Sam Kirby of...
12 months ago
The third quarter of 2022 saw rising inflation and recession...