Keith supports clients with customized financial planning, market research and investment strategy development. His responsibilities include financial analysis, portfolio evaluation and strategic planning designed to align client portfolios with long-term financial objectives.
With a background in law and corporate advisory work, Keith contributes a complementary perspective to his practice’s planning process. His research-driven investment analysis and coordination with tax and legal professionals help ensure client strategies are structured thoughtfully and aligned with broader estate and business planning considerations.
Before joining Anlon Financial Strategies in 2023, Keith served as a senior advisor to a family office where his responsibilities included evaluating private market opportunities, supporting private equity investment committees and advising portfolio companies. Earlier professional experience included corporate law and transaction advisory work.
Keith holds a Juris Doctor from Fordham University School of Law and a bachelor’s degree in economics from the University of Miami. His professional credentials include FINRA Series 7 and 24 registrations as well as licenses to practice law in New York and New Jersey.
Originally from Cold Spring Harbor, New York, he resides there with his wife, Jillian, and their children, Henry and Charlie.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
