Keith Lum, CRPS®, is a Private Wealth Advisor at UBS, where they have been since 2005, after serving as Vice President at Fund Evaluation Group, LLC from 1998 to 2004. With over 20 years of experience in financial services, they focus on comprehensive financial planning and personalized investing. Keith holds an MBA in Finance from Xavier University, which they earned between 2000 and 2002. At The Ellis Group, Keith is dedicated to providing clients with the financial expertise and transparency they need to navigate wealth challenges.
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