Keith advises families on financial, tax and estate planning matters while overseeing operations and compliance at Five Eleven Partners. His background uniquely combines technical expertise with substantial operational experience, offering a comprehensive approach to wealth management.
Before joining Five Eleven Partners, Keith served as COO and Chief Wealth Strategist at Seven Mile Advisory, a multi-family office specializing in investment and financial planning. His earlier roles included Principal at Cerity Partners, Financial Advisor at Altfest Personal Wealth Management and Senior Associate Fiduciary Specialist at BNY Mellon Family Office. Keith’s career began in private practice as a trust and estate attorney.
Keith is a Certified Financial Planner (CFP®) and has practiced Trust and Estate law, providing him with extensive wealth strategy experience. He holds a JD from St. John's University School of Law and an Honors BA in Political Science and History from the University of Delaware.
In his free time, Keith enjoys reading historical non-fiction, cooking and spending time with his wife and two sons.
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