Keith has been analyzing and trading markets for 25 years, professionally since 2004.  Keith focuses on US macroeconomics and quantitative investment strategy and is author of two multi-factor models for dynamic asset allocation which form the core of the branch’s portfolio management process. He assists high net-worth families and institutions with planning, implementing, and reviewing custom investment strategies of global assets to help them achieve their financial and personal objectives.

Keith serves his clients as branch manager and financial advisor and holds the Series 9, 10, 7, and 66 licenses, as well as insurance licenses in Connecticut.

Keith holds a Juris Doctorate* from the University of Connecticut School of Law where he focused on tax, securities, wills, trusts, and estates. He earned his Bachelor of Arts from Furman University in Greenville, SC.

Keith is a combat veteran of the Army’s esteemed 10^th Mountain Infantry Division having seen service in Afghanistan in support of Operation Enduring Freedom in 2003, and in Kosovo in the former Yugoslavia in support of Operation Just Cause in 2000. He is a decorated intelligence officer, having achieved the rank of Captain and numerous medals and service ribbons.

He is married to Cynthia Elis, MD, an OB-GYN physician and has two children ages 6 and 2. In his free time Keith enjoys playing guitar, recording music, spy movies, high fantasy fiction, and lifting heavy things.

*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.