Keith Kellum Email & Phone Number
Partner and Portfolio Manager @ Pennington Partners & Co.
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Keith Kellum Location
- Roswell, GA, US
Keith Kellum Work
- 2025 -now Partner and Portfolio Manager @
- 2024 -2025 Senior Vice President, Head of Virtual Family Office Solutions @
- 2023 -2024 Vice President, Head of Virtual Family Office Solutions @
- 2019 -2023 Vice President, Senior Investment and Wealth Analyst @
- 2017 -2019 Vice President, Senior Wealth Analyst @
- 2015 -2017 Senior Associate, Investment and Wealth Analyst @
- 2013 -2015 Sales Analyst (Investment Analyst) @
- 2011 -2013 Client Service Analyst @
- 2010 -2011 Wealth Management Intern @
- 2019 -2021 Fellow, Center for Alternative Investments @
Keith Kellum Education
- Emory University - Goizueta Business School
Master of Business Administration - MBA (Beta Gamma Sigma Honor Society)
- Davidson College
Bachelor of Arts (B.A.) (The Davidson Generals, Concert Choir, Chorale)
- Norfolk Academy
(Cum Laude Society, Fine Arts Association)
-
Study Abroad (Economics, German Studies)
Keith Kellum Skills
- Investments
- Wealth Management
- Asset Allocation
- Finance
- Portfolio Management
- Microsoft Excel
- Economics
- Investment Strategies
- Public Speaking
- Strategic Financial Planning
- Asset Management
- Risk Management
- Alternative Investments
- Financial Modeling
- Leadership
- Data Analysis
- Retirement Planning
- Financial Planning
- Estate Planning
- PowerPoint
- Wealth Management Services
- Excel
- Microsoft Office
- Microsoft Word
- Research
- Word
- Analysis
Keith Kellum Summary
- Keith Kellum, based in Roswell, GA, US, is currently a Partner and Portfolio Manager at Pennington Partners & Co.. Keith Kellum brings experience from previous roles at BNY Wealth. Keith Kellum holds a Master of Business Administration - MBA in Beta Gamma Sigma Honor Society @ Emory University - Goizueta Business School. With a robust skill set that includes Investments, Wealth Management, Asset Allocation, Finance, Portfolio Management and more. Keith Kellum has 1 emails and 3 mobile phone numbers on RocketReach.
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