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Biography, Summaries of Investment Management and Portfolio Theory

Georgetown University (GU)Investment Management and Portfolio Theory

He maintains extensive experience managing investment portfolios for individuals, pensions and not-for-profit institutions. Most recently, Keith was a Principal ...

Typology: Summaries

2022/2023

Uploaded on 05/11/2023

rakshan
rakshan 🇺🇸

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Biography
1
..…..
E. Keith Wirtz, CFA®
Vice President & Chief Investment Officer
Keith brings more than 30 years of experience in the investment industry, with a specialty in portfolio management, fiduciary
oversight and security analysis to the USB team. He maintains extensive experience managing investment portfolios for
individuals, pensions and not-for-profit institutions. Most recently, Keith was a Principal and Senior Portfolio Manager at
Walrus Partners LLC - a boutique money management firm based in Minneapolis. Previously, he served as the Chief
Investment Officer for Fifth Third Bank’s Wealth Division and as President & CIO for Fifth Third Asset Management,
overseeing more than $34 billion in assets under management. Currently, Keith serves as a board member for the F/m
Funds, trustee and Investment Committee Chair for the ASU Foundation, and trustee and Investment Committee Chair for the
UC Health System. He has earned a BS in Finance from Arizona State University (ASU) and an MS in Investment
Management & Security Analysis from Creighton University. Keith is a CFA Charter Holder and a member of the CFA
Institute.

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Biography

E. Keith Wirtz, CFA®^ ..…..

Vice President & Chief Investment Officer Keith brings more than 30 years of experience in the investment industry, with a specialty in portfolio management, fiduciary oversight and security analysis to the USB team. He maintains extensive experience managing investment portfolios for individuals, pensions and not-for-profit institutions. Most recently, Keith was a Principal and Senior Portfolio Manager at Walrus Partners LLC - a boutique money management firm based in Minneapolis. Previously, he served as the Chief Investment Officer for Fifth Third Bank’s Wealth Division and as President & CIO for Fifth Third Asset Management, overseeing more than $34 billion in assets under management. Currently, Keith serves as a board member for the F/m Funds, trustee and Investment Committee Chair for the ASU Foundation, and trustee and Investment Committee Chair for the UC Health System. He has earned a BS in Finance from Arizona State University (ASU) and an MS in Investment Management & Security Analysis from Creighton University. Keith is a CFA Charter Holder and a member of the CFA Institute.