Craig Bernard Keller

Gestionnaire de Portefeuille-Actions chez Litman Gregory Wealth Management LLC

Profil

Mr. Craig B.
Keller, CFA MBA, is a Managing Director & Senior Advisor at Litman Gregory Wealth Management LLC.
He joined the firm in 2003 and became a principal of the firm in 2007.
He is also the Director of Endowments & Foundations Group.
He provides investment advisory services to high-net-worth individuals, family groups, foundations, endowments, and retirement plans.
His investment experience spans multiple asset classes including venture capital, private equity, and real estate.
Prior to joining Litman Gregory, Mr. Keller managed pension, foundation, and endowment relationships for Global Asset Management in London and Sydney, and worked with various Canadian and U.S.-based financial firms.
Mr. Keller is a graduate of the University of British Columbia and the London Business School (MBA – Finance).
He is a member of the CFA Institute and has earned the right to use the Chartered Financial Analyst designation.

Postes actifs de Craig Bernard Keller

Sociétés	Poste	Début
Litman Gregory Wealth Management LLC	Gestionnaire de Portefeuille-Actions	01/01/2003

Formation de Craig Bernard Keller

University of British Columbia	Undergraduate Degree
London Business School	Masters Business Admin