Craig Bernard Keller
Portfolio Manager-Equities at Litman Gregory Wealth Management LLC
Profile
Mr. Craig B.
Keller, CFA MBA, is a Managing Director & Senior Advisor at Litman Gregory Wealth Management LLC.
He joined the firm in 2003 and became a principal of the firm in 2007.
He is also the Director of Endowments & Foundations Group.
He provides investment advisory services to high-net-worth individuals, family groups, foundations, endowments, and retirement plans.
His investment experience spans multiple asset classes including venture capital, private equity, and real estate.
Prior to joining Litman Gregory, Mr. Keller managed pension, foundation, and endowment relationships for Global Asset Management in London and Sydney, and worked with various Canadian and U.S.-based financial firms.
Mr. Keller is a graduate of the University of British Columbia and the London Business School (MBA – Finance).
He is a member of the CFA Institute and has earned the right to use the Chartered Financial Analyst designation.
Craig Bernard Keller active positions
Companies | Position | Start |
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Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Portfolio Manager-Equities | 01/01/2003 |
Training of Craig Bernard Keller
University of British Columbia | Undergraduate Degree |
London Business School | Masters Business Admin |
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Private companies | 1 |
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Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
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