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
I enjoy working with clients and learning something new every day. I also enjoy the creative nature of portfolio management and investment management.
- Bachelor of Arts in Finance from University of Vermont
- Board of Advisors, University of Vermont Grossman School of Business