Keith Sommer

Keith Sommer, CFA has extensive work experience in the investment and research services industry. Keith is currently serving as the Head of Investment Research Services, North America at The Smart Cube. Prior to this role, Keith worked at Invesco US as a Senior Analyst - EMEA Investment Mgmt, where they provided investment recommendations and market analysis. Keith also held various positions at OppenheimerFunds, including Investment Research Services Manager and Senior Associate. In these roles, they generated investment recommendations, managed business relationships, and developed tracking systems to monitor commissions and research vote targets. Before that, Keith worked at J.P. Morgan as an Associate and was responsible for the administration of institutional soft dollar relationships and Introducing Broker arrangements. Keith also served on the North America Internal Controls team. Keith's early career experience includes a role as a Seasonal Analyst at The Spielberger Group, Inc.

Keith Sommer, CFA obtained a Bachelor of Science degree in Finance and Economics from the Alfred Lerner College of Business & Economics at the University of Delaware, completing their studies from 2003 to 2007. Prior to that, they attended George Washington Hewlett High School from 1999 to 2003. Keith Sommer also holds the Chartered Financial Analyst (CFA) Charterholder designation, which they obtained in 2018. In 2022, they received the CFA Institute PL Program 5-Year Milestone Badge.