Keith Mckenzie Email & Phone Number

As a Founder of multiple business, with several successful exits, Mr. McKenzie enjoys developing strategies and solutions while helping private families, business owners, and fellow entrepreneurs. With a history of serving on Boards, he demonstrates the ability to leverage a diverse background to help overcome challenges and identify opportunities. A Founder at Delphi Private Advisors, and currently a Principal at LourdMurray, Mr. McKenzie oversees the broader wealth management activities for private families, high profile individuals, and corporate executives. Mr. McKenzie holds degrees in Engineering Physics from Miami University and Mechanical Engineering from Case Western Reserve University. He is a private pilot, and an avid aviation, yachting, and space enthusiast. Specialties: Independent Advisor with a focus on corporate executives, athletes, entertainers, family owned business transitions, investment management, multi-generational wealth transfer strategies, employee stock-option disposition, risk management, strategies for managing stock concentrations, and diversification of low cost-basis assets. Independent and private family wealth management. Registered Investment Advisor, RIA - Independent wealth manager.

Listed skills include Investments, Strategic Financial Planning, Wealth Management, Investment Strategies, and 22 others.

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  Principal

  Lourdmurray

  United States