Keith provides wealth management to high-net-worth individuals and institutions through a process that incorporates proprietary tactical asset allocation techniques designed to achieve diversification and manage risk. His holistic process takes into consideration each client’s complete financial picture to help them accomplish their goals.
He puts the needs of his clients first when pursuing their long-term goals and objectives. Keith has more than 30 years of industry experience and a deep investment skillset with an emphasis on tactical asset allocation and global investing.
As a Chartered Market Technician®, Keith applies a disciplined, systematic approach to market behavior and the law of supply and demand. He earned an MBA in finance from the Stern School of Business at New York University.
Keith is originally from Waterbury, Connecticut, and now lives in Jupiter, Florida. In his free time, Keith enjoys golf, tennis and spending time with his wife, Janine, and their children, Drew, Jamie and Dana. He is a member of the Palm Beach County Estate Planning Council, a volunteer with Habitat for Humanity, and a past board member of the Kiwanis Club of Jupiter-Tequesta.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.