T. Keith Brown works with individual clients on all aspects of their financial plan. His areas of practice include investment management, private wealth advising, alternative asset placement, retirement and education planning, income preservation, insurance needs, and estate planning. He is an integral part of our internal investment management team as a strategic trader, assisting in the creation of portfolio strategies that utilize diversification and asset placement to help mitigate risk and maximize growth and preservation based on each client’s needs. He 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 as a financial/research analyst. After his time at O’Neill Properties Group, Keith moved to Manhattan to begin his career at Eagle Rock Wealth Management, assisting in financial planning for individual clients and small business owners.

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

*Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.