Partner & Portfolio Manager

Keith Kellum is a Partner and Portfolio Manager who advises ultra-high-net-worth families and wealth creators on the complexities of building, preserving, and transitioning wealth across generations. He has worked with many of the country’s most prominent families, from first-generation entrepreneurs to multi-generational dynasties with assets in the billions. His practice emphasizes active wealth management—integrating investment strategy, estate planning, and family governance—to help clients achieve lasting impact.

Before joining his current firm, Keith built and led the Virtual Family Office practice nationally at BNY Wealth, where he created analytic platforms, scaled advisory services for families of significant wealth, and authored widely distributed thought leadership on modern approaches to family office strategy. His work deepened century-old client relationships and directly contributed to winning billions in new client assets.

Known for combining quantitative rigor with a collaborative, client-first approach, Keith regularly presents at family meetings, education programs, and has published extensively on topics including next-generation education, business succession, and intergenerational wealth planning. He believes wealth is best managed as a strategic partnership—bringing together ideas, people, and disciplines to serve families’ goals and legacies.

Keith earned his MBA in Finance and Capital Markets from Emory University’s Goizueta Business School, graduating first in his class, and holds a BA in Economics and German from Davidson College. He is a Chartered Alternative Investment Analyst (CAIA), a Certified Trust and Financial Advisor (CTFA), and a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). Fluent in German and an active musician, he brings both global perspective and human insight to advising families of wealth.