Exit Planning Institute - Find a CEPA

Keith has over 21 years of experience in the financial services industry, with
an extensive background in corporate finance. As the founding partner of The
Capital ESOP Group at UBS, Keith heads the team’s private wealth practice, in
which he works to determine client needs and match them with the proper
resources of UBS, a leading global bank. Keith focuses on solutions
encompassing asset allocation, wealth and liability management, and tax and
estate planning in order to create tailored financial plans for his clients. Prior
to joining UBS in 2009, Keith was a financial advisor at Morgan Stanley, where
he was an integral member of the team handling all of the firm’s ESOP
transactions. Keith’s process entails a disciplined approach to help small- to
middle-market business owners with sell-side advisory solutions and post-sale
financial planning to include holistic wealth management and tax and estate
planning strategies. Keith is an author and nationally recognized leader on
ESOPs and Internal Revenue Code §1042 rollovers.

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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

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2024 State of The Institute

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