![Craig Keller](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Craig Keller
Portfolio Manager-Aktien bei
Beacon Pointe Advisors LLC
Profil
Mr. Craig B. Keller, CFA MBA, is a Partner & Managing Director at Beacon Pointe Advisors LLC.
He provides investment management services to high-net-worth individuals, family groups, foundations, endowments, and retirement plans, drawing on broad experience across asset classes, including venture capital, private equity, and real estate.
Mr. Keller previously served as a principal at Litman Gregory Wealth Management, which was acquired by Beacon Pointe in 2025, after joining the firm in 2003.
His earlier career included roles with Global Asset Management in London and Sydney, as well as several 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).
Aktive Positionen von Craig Keller
| Unternehmen | Position | Beginn |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Portfolio Manager-Aktien | 31.12.2025 |
Ehemalige bekannte Positionen von Craig Keller
| Unternehmen | Position | Ende |
|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Portfolio Manager-Aktien | 31.12.2025 |
Ausbildung von Craig Keller
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
54
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Finance |
University of British Columbia
 University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
London Business School
 London Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Finance |
