Our Team

As a Wealth Advisor, Senior Vice President, T. Keith Brown works with individual clients on all aspects of their financial plan including investment management, private wealth advising, alternative asset placement, retirement and education planning, income preservation, as well as insurance needs and estate planning. He is also a part of the internal investment management team assisting in the creation of portfolio models that utilize diversification and asset placement to mitigate risk and maximize growth and preservation based on each client’s needs. In addition, Keith is one of the investment team’s strategic traders who also specializes in case design for a variety of products.

 

Keith obtained his Bachelor’s degree from Villanova University in 2017. After graduation, he worked in Commercial Real Estate Development at O’Neill Properties Group in King of Prussia, PA. At O’Neill Properties Group, as a financial/research analyst for the firm. After his time at O’Neill Properties Group, Keith moved to Manhattan to begin his career at Eagle Rock Wealth Management to assist in financial planning for individual clients and small business owners.

 

When not engaging in the market, Keith enjoys playing and watching soccer in his free time. He also enjoys spending time with his friends and family on the weekends.