General Info

Keith is a Managing Director and Principal at Robertson Stephens. With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are trying to go. This includes a thorough understanding of your goals, priorities, concerns, tolerance for risk, income needs, assets and liabilities. Keith will then build and implement a plan that addresses what’s most important to you and your family, including consulting with other advisors if needed. Keith works with entrepreneurs, multigenerational families and company executives. He has several specializations including pre- and post-IPO planning and utilizing options to hedge single stock risk as well as to generate income in single stock portfolios. Prior to Robertson Stephens, Keith worked at Wells Fargo Advisors as a financial advisor since 2013. In 2019, he was recognized as a Premier Advisor, a distinction reserved for a select group of financial advisors at Wells Fargo Advisors. Previously, Keith was a Director at Deutsche Bank, where he provided wealth, estate and retirement planning services for high-net-worth individuals, and a Vice President at Neuberger Berman.