Managing Director, The Capital ESOP Group
UBS Financial Services Inc
Washington, DC
Keith is a senior team member with The Capital ESOP Group at UBS, a comprehensive financial advisory team that exclusively supports the ESOP business nationally for UBS financial advisors and clients. He is regularly sought out to present at conferences and events around the country on the topics of ESOPs and ยง1042 rollovers.Keith has over 24 years of experience in the financial services industry, with an extensive background in corporate finance.As an active member of the ESOP community, Keith has a total participation in ESOP transactions that exceeds 5.7 billion* of liquidity in successful transactions across various sectors and industries.
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The Ownership Mindset: Choosing and Leading Employee Ownership
Monday, April 6, 2026
3:35 PM - 4:25 PM CDT