Keith P. Aleardi, CFA, Chief Investment Officer, Fulton Financial Advisors & President & CIO, Clermont Wealth Strategies.
Keith Aleardi joined Fulton Financial Advisors in 2011. He has over 25 years of financial industry experience focusing primarily on the investment management of individual and institutional investment portfolios. He is responsible for leading the investment organization by setting overall investment policy, establishing client portfolio management guidelines and ensuring the delivery of comprehensive investment solutions within Fulton Financial Advisors' disciplined, client centric approach to wealth management.
Prior to joining Fulton Financial Advisors, Keith was Senior Vice President and Director of Investments for the New Jersey, New York and Connecticut market of PNC Wealth Management and was responsible for investment leadership of the $3 billion in investment assets across the region. Keith has also held positions with Deutsche Asset Management as vice president of Institutional Sales, at SEI Investments as a regional manager and at Investors Trust Company as a business development officer.
Keith received his Bachelor of Arts degree in Economics from Ursinus College and holds a Master of Science degree in Banking and Finance Management from Boston University. He also holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the Financial Analyst Society of Philadelphia.