Keith, a Chartered Financial Analyst®, brings to his role of portfolio manager more than 20 years of experience in institutional investment management. A graduate of Carnegie-Mellon University, Keith began his career in the financial services industry as a broker for a leading brokerage firm. His interest in the big picture, however, inspired him to pursue a career path focused on analysis and research, and he moved into portfolio management for several top firms. Over the years, he has developed his expertise in analyzing the strengths and weaknesses of companies, a skill that guides him as he creates strategies for managing risk and helping clients build wealth. Married for 25 years, he and his wife Karen have two sons: one in college on an athletic scholarship and another still in high school. He is a member of the Atlanta Society for Financial Analysts.