Keith heads up MOSAIC product creation team. Keith has experience launching and distributing offshore mutual funds, structured products, and ETFs.
Keith has over 20 years of investment, private banking and trust experience. After graduating from Jacksonville University in 1995, Keith began his career in the Bahamas’ financial services industry with Deltec Panamerica Trust Company (now Deltec Bank and Trust). There his role placed an emphasis on Trusts and Mutual Funds and he earned his Society of Trust and Estate Practitioners (TEP) designation. In 2000, Keith was invited by Leopold Joseph Private Bankers of London to help develop an investment management product for their Bahamas based trust operation. The product became known as the “Portfolio of Funds (POF)” program. At Leopold Joseph Keith obtained his NASD Series 7 qualification and held key responsibility for fund research and monitoring, consultancy and management of the POF program. In 2009, Keith’s career shifted from investment management to investment administration and today Keith serves as Managing Director of FundHaven Ltd. where he currently oversees more than $400 Million of mutual fund assets under administration. FundHaven is a full-service fund administrator, licensed and regulated in the Bahamas, offering fund formation, license application services, and ongoing administration services including NAV calculation, acting as registrar and transfer agent, financial accounting and regulatory reporting services. Keith has been named a Paul Harris Fellow by Rotary International and is a Past-Commodore of The Bahamas Air-Sea Rescue Association (BASRA).