Keith serves privately held, middle-market, high-growth clients in a variety of industries. Specifically, he has extensive experience working with closely held and family-held businesses and their attendant issues including financing, growth strategies, capital formation projects, restructuring and financial accounting. Keith also performs at a high level and advisory role to the firm’s clients providing strategic planning and best practices.

Keith was with Libman, Goldstine, Kopperman & Wolf, Inc. for over 30 years before joining BMF.

Specializations

• Family Business
• Mergers and Acquisitions
• Nonprofit
• Professional Services

Education

• Bachelor of Science in business and accounting, Indiana University

Certifications

• Certified Public Accountant

Professional Service Memberships

• American Institute of Certified Public Accountants (AICPA), member
• Ohio Society of Certified Public Accountants (OSCPA), member

Civic Memberships and Activities

• Menorah Park Center for Senior Living, past board chair and life trustee
• The Temple Tifereth Israel, past board chair and life trustee
• Mt. Sinai Health Care Foundation, past board chair
• Karamu House, board member
• Global Cleveland, treasurer and board member
• United Way of Greater Cleveland, board of trustees, executive committee member
• The Jewish Federation of North America, board member
• The Jewish Federation of North America, Health & Long-Term Care Committee co-chair, and member of the Audit Committee
• Jewish Community Federation of Cleveland, officer and past vice-chair
• Maltz Museum of Jewish Heritage, vice president
• The Private Trust Company (a chartered national bank), Audit committee chair and board member
• University Circle, Inc., trustee
• Volunteer roles on boards and committees of many other civic and charitable organizations

Awards and Accolades

• 2020 Gries Family Award, Jewish Federation Cleveland
• 2016 Difference Maker Award, Cleveland Jewish News

CliftonStrengths

• Analytical
• Harmony
• Responsibility
• Maximizer
• Arranger