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Keith E. Faulkner

Keith E. Faulkner

Principal,
Financial Advisor

  • West Newbury, MA
  • The Long Gray Line | Wedding Crashers
  • Vince Lombardi, General George S. Patton, and Julia Child
  • Dare greatly
  • Honesty, hardwork, and humility

Financial Advisors

Keith is a wealth management advisor based out of the Boston, Massachusetts location.

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.

Education

  • Bachelor of Arts degree in psychology from Framingham State University
  • Master of Business Administration degree from the Sawyer Business School of Suffolk University

Memberships

  • Member—Cove Community Center
  • Member—Harborlight Montessori School
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