Keith Allan, CFA

Portfolio Manager

Keith Allan is a Portfolio Manager with over 10 years of buy-side investment management experience.

Keith Allan is a Portfolio Manager and works out of the Vancouver office. With more than 10 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios.

Keith will be responsible for developing and maintaining investment portfolios for Harness clients. Keith is dedicated to fostering long-term relationships with high net worth individuals and families by providing a clear and transparent vision to help them achieve their investment goals.

Keith has broad industry experience including portfolio management, research, equity trading and operations.  Over the last eight years, Keith has worked as an Equity Trade Specialist, working alongside the equity trading desk while building and maintaining Separately Managed Account and pooled fund portfolios for one of Canada’s largest independent investment management firms.  Prior to that he was an Equity Trader and Research Associate for a boutique investment counsel firm in Vancouver.  Keith is currently an active member of the CFA Vancouver Society.  Keith is married with two young children and when he isn’t spending time with his family he can be found playing hockey in a local senior men’s league or on the golf course.

Keith is a CFA Charterholder and earned his Bachelor of Commerce degree from the Sauder School of Business at UBC.