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 in 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

Professional Service Memberships

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

Civic Memberships and Activities

• Cleveland Jewish News 18 Difference Makers, Class of 2016
• 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