Keith is the Compliance Officer for CORDA and comes to the firm with a wide array of industry experiences, including Compliance, Operations, and Finance. He has held management and leadership positions in both broker-dealers and investment advisors and enjoys establishing programs specifically tailored to a firm’s business model and practices, always with a passion for meeting the needs of the client. Keith is a Certified Anti-Money Laundering Specialist and has served on an array of industry committees. A native Texan, he holds a BBA in Finance from the University of Texas at Austin and has worked continuously in the financial services industry his entire career.
Outside of the office, Keith enjoys the outdoors, gardening, reading, and the occasional round of golf.