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James Keller Headshot
First Western

Portfolio Manager and Wealth Planner | Jackson Hole

James Keller enjoys working with clients to develop a holistic, connected view of their wealth and investment picture, with particular attention to how their financial picture can provide them with the tools and strategies to achieve their long-term lifestyle and legacy goals.

Prior to joining First Western, he was the co-founder of two hedge fund limited partnerships, and managed multiple separate accounts and private wealth management portfolios. His unique investment expertise is well suited to his role as a portfolio manager and financial planner for First Western clients.

Getting to Know James

What do you like most about what you do?

I enjoy working with clients and learning something new every day. I also enjoy the creative nature of portfolio management and investment management.

What do you believe is your best quality?

Work Ethic

What is your motto?

Never Settle

Credentials

  • Bachelor of Arts in Finance from University of Vermont

Involvement

  • Board of Advisors, University of Vermont Grossman School of Business