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Keith Lamoutte , CFA

Senior Principal

Albany

Client Advisory

Biography

Keith is a Senior Principal in the Albany, NY office. He works closely with wealth advisors to provide due diligence support for investments, as well as investment strategy and research for wealth management clients. 

Prior to joining Cerity Partners, Keith worked as a Senior Vice President of Investment Strategy at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Before joining Graypoint, Keith was the Chief Investment Officer at Choreo Advisors / RSM Wealth Management in Charlotte, NC, where he worked with advisors and clients to develop wealth planning focused investment strategy. Prior to that, Keith led the Investment Planning and Portfolio Management Group at Ayco, a Goldman Sachs Company, where he held multiple leadership roles over two decades. 

Learn more about my practice.

Education

  • B.A. in Economics from University of Rochester

Highlights

  • Chartered Financial Analyst (CFA)
  • Serves on the Board of Directors of Capital Roots
  • Serves as an Advisory Council Member of Saratoga PLAN

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By submitting the form, 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.