Craig Keller Email & Phone Number
Partner, Managing Director @ Beacon Pointe
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Craig Keller Location
- Kentfield, CA, US
Craig Keller Work
- 2025 -now Partner, Managing Director @
- 2003 -2026 Managing Director - Senior Advisor @
Craig Keller Education
- The University of British Columbia
MBA (MBA, Finance)
1985-1990 - London Business School
(Finance)
Craig Keller Skills
- Tactical Asset Allocation
- Investment Management
- Endowments
- Foundations
- High Net Worth Individuals
- Investment Policy Statements
- Chief Investment Officer
- Strategic Financial Planning
- Management
- Investments
- Financial Analysis
- Sales
- Portfolio Management
- Microsoft Excel
Craig Keller Summary
- Craig Keller, based in Kentfield, CA, US, is currently a Partner, Managing Director at Beacon Pointe. Craig Keller brings experience from previous roles at Litman Gregory. Craig Keller holds a 1985 - 1990 MBA in MBA, Finance @ The University of British Columbia. With a robust skill set that includes Tactical Asset Allocation, Investment Management, Endowments, Foundations, High Net Worth Individuals and more. Craig Keller has 1 emails and 1 mobile phone numbers on RocketReach.
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