Craig Keller

Gestionnaire de Portefeuille-Actions chez

Beacon Pointe Advisors LLC

Finance

Consumer Services

Profil

Mr. Craig B. Keller, CFA MBA, is a Partner & Managing Director at Beacon Pointe Advisors LLC.
He provides investment management services to high-net-worth individuals, family groups, foundations, endowments, and retirement plans, drawing on broad experience across asset classes, including venture capital, private equity, and real estate.
Mr. Keller previously served as a principal at Litman Gregory Wealth Management, which was acquired by Beacon Pointe in 2025, after joining the firm in 2003.
His earlier career included roles with Global Asset Management in London and Sydney, as well as several Canadian and U.S.-based financial firms.
Mr. Keller is a graduate of the University of British Columbia and the London Business School (MBA – Finance).

Postes actifs de Craig Keller

Sociétés	Poste	Début
Beacon Pointe Advisors LLC Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform.	Gestionnaire de Portefeuille-Actions	31/12/2025

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Anciens postes connus de Craig Keller

Sociétés	Poste	Fin
Litman Gregory Wealth Management LLC Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies.	Gestionnaire de Portefeuille-Actions	31/12/2025

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Entreprise privées	4
Litman Gregory Wealth Management LLC Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies.	Finance
University of British Columbia University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
London Business School London Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Beacon Pointe Advisors LLC Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform.	Finance