Keith joined FFA in 2011. He has over 27 years of financial industry experience focusing primarily on the investment management of individual and institutional investment portfolios. He is responsible for leading the investment organization by setting overall investment policy, establishing client portfolio management guidelines and ensuring the delivery of comprehensive investment solutions within FFA’s disciplined, client centric approach to wealth management. He speaks publically on the economy and capital markets and is quoted frequently by newspaper and TV media.
Prior to joining FFA, Keith was Senior Vice President and Director of Investments for the New Jersey, New York and Connecticut market of PNC Wealth Management and was responsible for investment leadership of the $3 billion in investment assets across the region. Keith has also held positions with Deutsche Asset Management as vice president of Institutional Sales, at SEI Investments as a regional manager and at Investors Trust Company as a business development officer. He started his career with Merrill Lynch & Company as a Financial Consultant.
Keith received his B.A. degree in Economics from Ursinus College and holds a M.S. degree in Banking and Finance Management from Boston University. He also holds the designation of Chartered Financial Analyst® (CFA®) and is a member of the CFA Institute and the Financial Analyst Society of Philadelphia.
