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James R. Keller, CFP®

Partner

Jackson

Client Advisory

Biography

James is a Partner based our Jackson, Wyoming office. With an unwavering commitment to client success, he takes a comprehensive approach to wealth management and family office services, showcasing over two decades of expertise in capital markets, portfolio management, investments, estate planning, and risk management. 

Prior to joining Cerity Partners, James was a Senior Vice President, Portfolio Manager for First Western Trust in Jackson, WY, where his strategic insights played a pivotal role in the expansion of the investment management and wealth planning practice. Before joining First Western Trust, James co-founded Thermopolis Partners, LLC, the General Partner for a long/short and long only fund, where he led the trading, equity analysis, idea generation, portfolio management and sales functions. James began his career at Houlihan Lokey Howard & Zukin in New York City, as an investment banking analyst focused on debt restructuring, M&A and corporate valuations. 

Beyond his professional endeavors, James finds joy in quality time with his two daughters and his dog, Pickle. In his spare time, he enjoys golfing, fishing and boating, and in the winter months you can find him hiking Snow King or skate-skiing. 

Education

  • B.S. in Finance from the University of Vermont

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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James R. Keller

Estate Planning

Why Wyoming? Tax and Trust Advantages for Non-Residents   

Wyoming’s progressive trust and LLC laws offer non-residents significant tax, privacy, and asset protection advantages. Learn how Wyoming’s estate and business planning laws can enhance your family’s legacy and simplify trust administration.

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Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.