Keith is the Director of Portfolio Management at Hamel Associates and a member of the firm’s investment committee. As a member of our investment committee, he is closely involved in the selection and monitoring of investments in our clients’ accounts. As a CERTIFIED FINANCIAL PLANNER™, he is also responsible for assisting our clients with their financial planning needs.
Keith joined Hamel Associates in 2002. Prior to joining the firm, he was a financial advisor with Morgan Stanley. Earlier in his career, he was a consultant with Price Waterhouse in their Personal Financial Group. Keith also spent three years with Dannible & McKee, a CPA firm located in Syracuse, NY, where he provided tax planning to the firm’s client base.
Keith was educated at City University of New York, Bernard M. Baruch College, where he received a B.A. in Economics. He also obtained a Certified Financial Planner Certification from Fairleigh Dickinson University.
Keith lives in New York with his wife and three children.
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