Registered Investment Advisor, Ordained Zen Buddhist
Keith has been a Registered Investment Advisor since 1994. His practice has enabled him to invest for individuals, as well as families seeking generational wealth management. He has cultivated a passion for building a healthy, sustainable future by first getting a Master’s Degree in Social Ecology, studying solar and wind energy, organic agriculture and aquaculture, and passive solar design and construction. He learned the art, technologies and economics of sustainable energy and had a fifteen-year career analyzing the ecological benefits and the economics of energy systems for corporations, governments, utilities and non-profit organizations. Then, as a Registered Investment Advisor, Keith has applied the skills from that energy career to analyzing income statements and balance sheets from publicly traded corporations. His forward-looking mind and engagement with leading scientists have made him especially adept at investing in emerging technology. Keith has enjoyed generating financial returns for his family and investment clients, and his relationships with his clients have grown and deepened over the decades. On a more personal note, Keith is an ordained Zen Buddhist, and he has a natural ability to teach ways to improve the health of the earth, while maintaining calmness and clarity.