Keith is a Partner and Lead Advisor at Columbia Pacific Wealth Management who specializes in portfolio, asset and estate management. He is responsible for designing, implementing, and monitoring portfolios that match the objectives and constraints of each client. Keith has been in the investment profession since 2000. Prior to joining Columbia Pacific Wealth Management, he worked for the Private Client Services division of Kibble & Prentice, Cambridge Associates, and Meltzer Wealth Management — specializing in investment analysis, reporting, and client management. He holds a bachelor of business administration degree from the College of William & Mary and is a CFA Charterholder.
Keith currently serves on the Finance Committee of Recovery Cafe, a local nonprofit. Keith enjoys traveling and skiing with his family and coaching his daughter’s soccer team.
Bad Blood: Secrets and Lies In A Silicon Valley Startup by John Carreyrou