Keith is a director of business development in our Reston VA office. He brings more than 30 years of industry experience in relationship management, investment consulting, portfolio construction, and business development. He leads growth initiatives for the Mid-Atlantic region by collaborating with prospective clients and custodial partners, providing education about the firm’s services to align client needs with tailored solutions. This includes assembling the most suitable FLP team to support clients in achieving their goals and objectives. Keith is a registered investment adviser representative.
Prior to joining FLP, Keith was a Director of Business Development at SEI Private Wealth Management, which is part of the SEI Corporation. He formerly held business development leadership positions at Brighton Jones and Boston Private Wealth Management.
Keith has been in the greater Washington DC area for over thirty years and is active in the community. He volunteers at the DC Food Bank, the DC Central Kitchen, and at the Friday Night Live Summer concert series in the city of Herndon VA.