Our Team

Keith is a Wealth Management Advisor and has been in the financial services profession since 1994.  His first position in this industry was a teller with Cambridgeport Bank.  This foundational opportunity helped him truly understand the importance of the exceptional client experience.  For a 30 second transaction, several bank clients let other individuals go ahead of them in line, simply to work with Keith, who really cared about helping the customer in front of him.

Over the next 25 years Keith has held various positions in the financial services profession with Fleet Bank Financial Services, Eaton Vance Investment Management, MFS Investment Management, Oppenheimer Funds and most recently, Cetera Financial Specialists, LLC.  These experiences have only increased his passion and commitment to help individuals, families and businesses plan for their personal financial journey. 

He currently holds life, accident, and health insurance licenses, FINRA Series 24, 7, 65 and 63 and is a Registered Representative with Cetera Financial Specialists, LLC as well as an Investment Advisor Representative with Cetera Investment Advisers.  Keith is also a Certified Investment Management Analyst (CIMA), Chartered Mutual Fund Counselor (CMFC), Chartered Retirement Plan Counselor (CRPC), Accredited Investment Fiduciary (AIF) and an Enrolled Agent (EA). 

When not working, Keith enjoys golfing, reading, skiing, tennis, traveling, jogging and spending time with his girlfriend Jill, his dog Baxter and friends and family throughout New York and New England.    

Eric Siegeltuch has been a financial advisor since 1992, at MetLife Financial Services and now with Cetera Financial Specialists. He has worked diligently to maintain the relationships he formed with his clients from day one when he first entered the business. He has worked on behalf of a coherent group of clients, most of whom have also become close friends. A bond of trust has been built, upon which he places enormous value.

He has also been able to call upon the collaboration and expertise of an extremely talented team at Cetera, the second largest independent broker/dealer in the country. (www.Cetera.com). As such, we as a team are able to provide our clients with the best financial advice on as wide a range of topics as any client will be likely to need. This includes not only asset management and portfolio monitoring, but insurance needs, retirement and estate planning, and small business planning. Our emphasis has always been on creative problem solving.

As an added dimension, Eric Siegeltuch has been involved in the contemporary art world in various capacities since 1969, culminating in the ownership of his own gallery in New York. Therefore, he is in a unique position to understand the very specialized needs of not only art galleries, but also the artists they represent, as well as the collectors with whom they work. He still maintains the relationships and contacts he has amassed over a 50 year career, adding this asset to his understanding of the various constituencies in the art community. In this regard, he has created a series of estate planning and collection management seminars tailored to meet these needs.