Craig Bernard Keller

Craig Bernard Keller

Portfolio Manager-Aktien bei Litman Gregory Wealth Management LLC

Consumer Services
Finance

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.

Aktive Positionen von Craig Bernard Keller

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.01.2003
Alle aktiven Positionen von Craig Bernard Keller

Ausbildung von Craig Bernard Keller

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

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