Keith Tufte

Keith Tufte | President, Investment Advisor

Keith Tufte has over 25 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 2016, 2017, 2018 and 2019.

DOWNLOAD V-CARD    |      EMAIL:  KEITH TUFTE 

Direct: 952-253-6006

Focus

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

Education

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

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

Other

  • Mentor/Advisor at the Carlson Growth Fund, University of Minnesota, Carlson School of Management