Principal & Portfolio Manager
Joined Bahl & Gaynor in 2018
Joined industry in 2003
Prior to joining Bahl & Gaynor in 2018, Keith’s work included positions at Huntington National Bank (Senior Portfolio Manager) and Fifth Third Bank (Portfolio Manager).
Educational Background
- CERTIFIED FINANCIAL PLANNER™ professional (2012), College for Financial Planning
- Chartered Financial Analyst® charterholder (2010), CFA Institute
- Master of Business Administration (2007), Xavier University, Concentration in Finance
- Bachelor of Business Administration (2002), The Ohio State University, Major: Finance
Affiliations
- Anderson Community Girls Middies Lacrosse, Coach
- Immaculate Heart of Mary Church, Parishioner and Volunteer
- CFA Institute Exam Development, Former Consultant and Grader
- CFA Society Cincinnati Board, Past President
- A Kid Again, Past Southwest Ohio Chapter Board Member
