Designations and Licenses

Keith holds the Chartered Financial Analyst® designation.

Experience and Education

Keith is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports and conducting trustee education on a wide range of investment topics. He also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Keith acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Keith may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining Mariner, Keith was a managing director at Cardinal Investment Advisors.

Keith holds a bachelor’s degree in finance from Bradley University.

Personal Interests

Away from the office, Keith enjoys spending time with his family, traveling and is a fan of Chicago sports teams. He also supports the March of Dimes.