ktufte@cherrytree.com

direct: (952) 253-6006

Keith Tufte has over 24 years of experience as a professional investor. He has experience as a Wall Street analyst, mutual fund portfolio manager, director of equity research for a major mutual fund company, hedge fund portfolio manager, and wealth manager for high net worth families.

Keith has been recognized as a “FIVE STAR wealth manager” by Twin Cities Business Magazine for 2009, 2010, and 2011.

Focus
— Helping successful families with their investments
and all their wealth management needs.
— Asset allocation and modern portfolio theory.

Prior Experience
— Vice President, JP Morgan Investment Management
— Mutual Fund Portfolio Manager,
American Express Financial Advisors
— Director of Equity Research,
American Express Financial Advisors
— Hedge Fund Portfolio Manager, Ameriprise Financial
— Managing Director and Hedge Fund
Portfolio Manager, Black River Asset Management
— President/CEO, Longview Wealth Management, LLC

Education:
— BA in Economics, St. Olaf College
— MBA Finance, University of Michigan
— Chartered Financial Analyst (CFA)

Other:
— Mentor/Advisor at the Carlson Growth Fund,
Carlson School of Management