Keith is a Senior Vice President and Senior Consultant in Segal Marco Advisors’ Atlanta office with nearly 25 years of industry experience. He is responsible for consulting and client relationship management.
Keith manages all aspects of the consulting relationship including monitoring investment programs, developing investment policies and objectives, conducting manager searches and performing portfolio structure and asset allocation studies.
Prior to joining Segal Marco Advisors, Keith was a Principal with Mercer Investment Consulting and supported a diverse group of clients including corporations, foundations, hospitals, law firms, public and universities. In addition to his nine-year tenure at Mercer, Keith was a Senior Analyst at Lend Lease Real Estate Investments.
Keith has a BS in Accounting from Berry College and an MBA with a Finance Concentration from Mercer University. He is a Level II candidate for the Chartered Financial Analyst (CFA) designation.
Leadership
Keith is a Senior Vice President and Senior Consultant in Segal Marco Advisors’ Atlanta office with nearly 25 years of industry experience. He is responsible for consulting and client relationship management.
Keith manages all aspects of the consulting relationship including monitoring investment programs, developing investment policies and objectives, conducting manager searches and performing portfolio structure and asset allocation studies.
Prior to joining Segal Marco Advisors, Keith was a Principal with Mercer Investment Consulting and supported a diverse group of clients including corporations, foundations, hospitals, law firms, public and universities. In addition to his nine-year tenure at Mercer, Keith was a Senior Analyst at Lend Lease Real Estate Investments.
Keith has a BS in Accounting from Berry College and an MBA with a Finance Concentration from Mercer University. He is a Level II candidate for the Chartered Financial Analyst (CFA) designation.
Leadership
Keith is a Senior Vice President and Senior Consultant in Segal Marco Advisors’ Atlanta office with nearly 25 years of industry experience. He is responsible for consulting and client relationship management.
Keith manages all aspects of the consulting relationship including monitoring investment programs, developing investment policies and objectives, conducting manager searches and performing portfolio structure and asset allocation studies.
Prior to joining Segal Marco Advisors, Keith was a Principal with Mercer Investment Consulting and supported a diverse group of clients including corporations, foundations, hospitals, law firms, public and universities. In addition to his nine-year tenure at Mercer, Keith was a Senior Analyst at Lend Lease Real Estate Investments.
Keith has a BS in Accounting from Berry College and an MBA with a Finance Concentration from Mercer University. He is a Level II candidate for the Chartered Financial Analyst (CFA) designation.
Leadership
Keith is a Senior Vice President and Senior Consultant in Segal Marco Advisors’ Atlanta office with nearly 25 years of industry experience. He is responsible for consulting and client relationship management.
Keith manages all aspects of the consulting relationship including monitoring investment programs, developing investment policies and objectives, conducting manager searches and performing portfolio structure and asset allocation studies.
Prior to joining Segal Marco Advisors, Keith was a Principal with Mercer Investment Consulting and supported a diverse group of clients including corporations, foundations, hospitals, law firms, public and universities. In addition to his nine-year tenure at Mercer, Keith was a Senior Analyst at Lend Lease Real Estate Investments.
Keith has a BS in Accounting from Berry College and an MBA with a Finance Concentration from Mercer University. He is a Level II candidate for the Chartered Financial Analyst (CFA) designation.
Leadership
Keith is a Senior Vice President and Senior Consultant in Segal Marco Advisors’ Atlanta office with nearly 25 years of industry experience. He is responsible for consulting and client relationship management.
Keith manages all aspects of the consulting relationship including monitoring investment programs, developing investment policies and objectives, conducting manager searches and performing portfolio structure and asset allocation studies.
Prior to joining Segal Marco Advisors, Keith was a Principal with Mercer Investment Consulting and supported a diverse group of clients including corporations, foundations, hospitals, law firms, public and universities. In addition to his nine-year tenure at Mercer, Keith was a Senior Analyst at Lend Lease Real Estate Investments.
Keith has a BS in Accounting from Berry College and an MBA with a Finance Concentration from Mercer University. He is a Level II candidate for the Chartered Financial Analyst (CFA) designation.