Keith has transitioned to the esteemed role of “Partner Emeritus.” While stepping back from day-to-day responsibilities, he continues to bring his expertise to our clients.

Throughout his illustrious career, Keith has been instrumental in serving privately held, middle-market, high-growth clients across diverse industries. He possesses a wealth of experience in navigating the complexities of closely-held and family-owned businesses, where he has successfully tackled various challenges such as financing, growth strategies, capital formation projects, restructuring and financial accounting.

Even in his new capacity as Partner Emeritus, Keith remains an integral part of our team, providing valuable insights and strategic planning to our clients. His advisory role ensures that our clients benefit from his extensive knowledge and best practices honed over the years.

Prior to joining our firm, Keith contributed over three decades of exceptional service at Libman, Goldstine, Kopperman & Wolf, Inc., showcasing his unwavering commitment to excellence and professionalism.

We look forward to continuing to work alongside Keith in his new role as Partner Emeritus, as he continues to be an invaluable asset to our clients and the firm.

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