Keith R. Hamberg, CFP®
Associate Wealth Advisor and Portfolio Manager
Keith is an associate wealth advisor and portfolio manager working with our senior wealth advisors to provide financial planning and investment management to individuals, foundations and endowments. He is an associate member of RiverPoint’s Investment Committee, focusing on portfolio implementation and analysis. Keith holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
Prior to joining RiverPoint, Keith was an Analyst at Cheviot Savings Bank working in commercial lending. His responsibilities included underwriting, portfolio measurement and reporting and delivering loan presentations.
Keith graduated from the University of Dayton with a Bachelor of Science in Finance. As a student, he worked in the School of Business Administration and with the Junior Achievement Program to educate students about work-readiness, entrepreneurship and financial literacy. In the community, Keith is a member of the Catholic Inner-City School Education Fund (CISE) Young Professional Board.