Craig Bernard Keller
Portfolio Manager-Equities at Litman Gregory Wealth Management LLC
Craig Bernard Keller active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
Career history of Craig Bernard Keller
Training of Craig Bernard Keller
| University of British Columbia | Undergraduate Degree |
| London Business School | Masters Business Admin |
Statistics
International
| United States | 2 |
| Canada | 2 |
| United Kingdom | 2 |
Operational
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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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