Keith A. Mills, CFA

Keith A. Mills, CFA has extensive experience in research analysis and investment strategies. Keith A. started their career at UBS Securities Co., Ltd in 1997, where they were a U.S. Lodging Analyst. During their time at UBS, they achieved top rankings for their analysis in gaming, lodging, and REIT sectors. Keith A. also introduced a proprietary macro U.S. lodging demand forecasting model. In 2003, they became the Head of the U.S. REIT/Lodging Research Team & Senior U.S. REIT/Lodging Analyst at UBS.

In 2009, Keith joined Trillium Asset Management as a Research Analyst. Keith A. was responsible for conducting global, ESG integrated equity research in the Healthcare and Real Estate sectors and providing stock recommendations to Portfolio Managers. Keith A. later became a Director of Research & Research Analyst, overseeing the monitoring and generation of stock ideas in multiple sectors.

In 2018, Keith became a Research Analyst and Partner at Trillium, a role they held until July 2020, when Trillium was acquired by Perpetual Limited. At this point, Keith's previous position ended due to the acquisition. Throughout their career, Keith has demonstrated a strong expertise in research analysis and a deep understanding of various sectors within the financial industry.

Keith A. Mills, CFA obtained their Chartered Financial Analyst certification from the CFA Institute in September 2013. Keith A. completed their Master of Science (M.S.) degree in Finance, General at Bentley University - McCallum Graduate School of Business from 1993 to 1995. Prior to that, Keith earned their Bachelor of Science (BS) degree in Business Administration from Roger Williams University, which they attended from 1984 to 1988.