Craig Keller, Cfa Email and Phone Number
Craig Keller, Cfa work email
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Craig Keller, Cfa personal email
Craig Keller, Cfa phone numbers
As an investment advisor with over 20 years’ experience, my team and I focus primarily on serving the strategic investment and planning goals of high-net-worth families and institutional organizations such as endowments, public and private foundations, and small company retirement and profit-sharing plans. Many of my high-net-worth clients are introduced to me during transitional periods such as selling a business or company stock, exercising stock options, retiring, or receiving an inheritance. I also work with real estate professionals seeking to diversify their assets for liquidity and estate planning purposes. In addition to ongoing investment management, I assist my clients with developing a long-term plan which addresses their wealth management needs, including retirement planning, estate planning, educational funding, and charitable giving. In a role similar to that of a chief investment officer, I work closely with the investment committees of my institutional clients to develop and/or enhance their investment and spending policies. Working within the guidelines of the investment policy, I then construct and direct a globally diversified portfolio appropriate for their assets. The investment decisions I make on behalf of these institutions are supported by the considerable asset allocation and manager due diligence efforts of Litman Gregory’s deep and experienced research team.
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Managing Director - Senior AdvisorLitman Gregory Jan 2003 - PresentLarkspur, California, Us
Craig Keller, Cfa Education Details
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The University Of British ColumbiaFinance -
London Business SchoolFinance
Frequently Asked Questions about Craig Keller, Cfa
What company does Craig Keller, Cfa work for?
Craig Keller, Cfa works for Litman Gregory
What is Craig Keller, Cfa's role at the current company?
Craig Keller, Cfa's current role is Managing Director - Senior Advisor, Litman Gregory Asset Management.
What is Craig Keller, Cfa's email address?
Craig Keller, Cfa's email address is cr****@****gam.com
What is Craig Keller, Cfa's direct phone number?
Craig Keller, Cfa's direct phone number is +192525*****
What schools did Craig Keller, Cfa attend?
Craig Keller, Cfa attended The University Of British Columbia, London Business School.
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