Our Team

Craig Keller, CFA, MBA
Director of Endowments & Foundations Group, Senior Advisor, Principal

Craig joined Litman Gregory in 2003 and became a principal of the firm in 2007. Craig provides investment advisory services to high-net-worth individuals, family groups, foundations, endowments, and retirement plans. His investment experience spans multiple asset classes including venture capital, private equity, and real estate. Prior to LGAM, Craig worked for Global Asset Management in London and Sydney, and with various Canadian and U.S.-based financial firms.

Specialties

  • Endowments
  • Foundations
  • High Net Worth Families

Achievements & Credentials

  • University of British Columbia (MBA)
  • London Business School
  • Chartered Financial Analyst (CFA®)

Personal Obsessions

  • Spending time with family
  • Arguing with my dog over who gets the bed
  • Perpetually modifying a dysfunctional golf swing

Contact

Craig.Keller@lgam.com | Connect on LinkedIn

Let's discuss your financial plan.