Our Team

Craig Keller, CFA, MBA
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. Craig is a member of the CFA Institute and has earned the right to use the Chartered Financial Analyst® (CFA®) designation. Prior to joining Litman Gregory, Craig managed pension, foundation, and endowment relationships for Global Asset Management in London and Sydney, and worked with various Canadian and U.S.-based financial firms. Craig is a graduate of the University of British Columbia and the London Business School (MBA – Finance).

Let's discuss your financial plan.
© 2018 Litman Gregory Asset Management | By being on this site, you agree to the terms of use and privacy policy.