Keith Dressel, CIMA® CRPS®

Financial Advisor

Institutional Consultant

Keith

Keith Dressel, CIMA® CRPS®

Financial Advisor

Institutional Consultant

Keith graduated with a B.S. from Rutgers University in 1997. He has 18 years of experience as an advisor that consults to union benefit funds.  

In addition to his work with institutions, he enjoys working with individuals and in particular multi-generational family wealth.  When asked, Keith said, “It’s interesting to improve plan design and help ensure that pension benefit obligations are met.  However, when you work with individuals you really get to see the end result of financial wellness.  It’s very rewarding.”

In Keith’s 18 years of experience in the securities industry he has earned the CIMA® Certification (Certified Investment Manager Analyst) designation from the Wharton School of Business and the CRPS® (Chartered Retirement Plan SpecialistSM) designation from the College for Financial Planning. Keith is the on the Board of the Association of Professional Investment Consultants (APIC), and a member of the Investment Management Consulting Association (IMCA), and the Association for Fiduciary Education (AFE).

Keith lives in Montvale, NJ and is an active member of Bergen Highlands Methodist Church of Upper Saddle River, NJ.