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Keith Capasso
Lead Advisor at Columbia Pacific Wealth Management
Professional Background
Keith Capasso is a seasoned financial professional and Lead Advisor at Columbia Pacific Wealth Management. With over two decades of experience in the investment profession, he brings a wealth of knowledge and expertise to his clients in portfolio, asset, and estate management. Keith is dedicated to designing, implementing, and monitoring investment portfolios that align with the unique objectives and constraints of each client. Since starting his journey in the investment world in 2000, Keith has honed his skills in various prestigious organizations, including notable roles at Kibble & Prentice, Cambridge Associates, and Meltzer Wealth Management.
Previously, Keith worked as a Wealth Advisor in the Private Client Services division of Kibble & Prentice, where he focused on delivering personalized investment strategies to high-net-worth clients. His tenure at Cambridge Associates allowed him to specialize in investment analysis and reporting, further enriching his approach to client management. At Meltzer Wealth Management and Highline Wealth Management, he fostered strong client relationships while providing comprehensive investment insights. Keith’s diverse experience in asset management and financial advisory services positions him as a trusted partner for those seeking financial growth and security.
Education and Achievements
Keith holds a Bachelor of Business Administration (B.B.A.) degree from the esteemed College of William & Mary. His academic background in Business and Personal/Financial Services Marketing Operations provides a solid foundation for his impactful career in finance.
In addition to his educational credentials, Keith is a proud CFA Charterholder, demonstrating his commitment to the highest ethical and professional standards in the investment community. This designation is a testament to his exceptional knowledge in investment analysis and portfolio management, equipping him to navigate the complexities of the financial landscape effectively.
Community Engagement
Keith's commitment to the community goes beyond his work at Columbia Pacific Wealth Management. He actively serves on the Finance Committee of Recovery Cafe, a local nonprofit organization dedicated to supporting individuals facing addiction and homelessness. His involvement reflects his belief in giving back to the community and helping those in need navigate challenges to find stability and hope.
Summary
Keith Capasso is a distinguished Lead Advisor with an impressive career dedicated to helping clients achieve their financial goals through tailored investment strategies and comprehensive asset management. With his extensive experience across leading financial institutions and a strong educational background, Keith is not only a skilled advisor but also an esteemed community member committed to making a positive impact through his volunteer work. His passion for finance and dedication to client service make him a valuable asset in the wealth management sector.