Keith serves as a Senior Portfolio Manager and is a member of Carnegie’s Investment Committee. In addition to his portfolio management responsibilities, he serves in an advisory role providing clients with investment and strategic financial advice.
Keith’s extensive portfolio management and investment career span more than 25 years. Prior to joining Carnegie, he was a Partner and Portfolio Manager at Midwest Investment Management. Keith was also a Partner and Portfolio Manager at Roulston & Company and Fairport Asset Management. At Fairport, Keith managed a Large Cap Value product for individual clients and was the Portfolio Manager for the Fairport Growth & Income Fund.
Keith is a member of the CFA® Society Cleveland and holds the CFA Institute’s Chartered Financial Analyst designation. He and his wife reside in Twinsburg and have three children.
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