Keith joined Congress Asset Management in 2017 in the role of Product Manager. In 2020, he was promoted to Portfolio Manager, where he focuses on the firm’s tax transition process and custom Balanced portfolios.

Before joining the firm, he spent time in client service and relationship management at GW&K Investment Management and Evergreen Investments. He is a CFA Charterholder and a member of the CFA Society Boston and the CFA Institute. In his spare time, he enjoys spending time with his family.