Keith Kellum
Partner and Portfolio Manager at Pennington Partners & Co. LLC
About
Keith Kellum is a Partner and Portfolio Manager at Pennington Partners & Co., where he leads client advisory and investment management for prominent entrepreneurial and multi-generational families. Based in Roswell, Georgia, he plays an integral role in expanding the firm's presence in the Southeast, offering integrated wealth management solutions that span investment strategy, estate planning, family governance, and broader family office services.
Kellum has deep experience advising first-generation entrepreneurs and established family dynasties, with a previous leadership role at BNY Mellon, where he built and scaled the firm's Virtual Family Office practice nationally. His expertise centers on serving clients with complex wealth management needs, focusing on active portfolio management, succession planning, and multi-asset strategies for families of substantial wealth.
He holds an MBA from Emory University's Goizueta Business School and a Bachelor of Arts from Davidson College, with additional studies at Duke University and Freie Universität Berlin. Recognized for his ability to integrate investment management with forward-thinking family office advisory, Kellum has contributed to the development of innovative platforms that help families preserve and grow wealth across generations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pennington Partners & Co. | Partner and Portfolio Manager | Sep 2025 to Present | — |
Education
Emory University - Goizueta Business School
Master of Business Administration - MBA
Davidson College
Bachelor of Arts (B.A.)
Duke University
Study Abroad
Freie Universität Berlin
Study Abroad
Norfolk Academy
Skills & Expertise
Others at Pennington Partners & Co. LLC (10)
| Name | Role | Location |
|---|---|---|
B Bruce Schulman | Managing Partner | Washington, DC , United States |
C Christopher Wolfe | President and Chief Investment Officer | Stamford, CT , United States |
J James Pai | Principal | Washington, DC , United States |
J Joseph Masino | Associate | Washington, DC , United States |
| Portfolio Manager | Washington, DC , United States | |
| Associate | Charlotte, NC , United States | |
| Principal | Washington, DC , United States | |
| Investment Analyst | United States | |
L Longhe Cao | Investment Analyst | United States |
| Portfolio Manager | Houston, TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Equity Research Associate | Overbrook Management Corp. | New York, NY , United States | |
D Devangi Thakkar | Vice President, Investment Performance and Reporting Manager | Sentinel Trust Co. Lba | Houston, TX , United States |
| Vice President, Portfolio Manager | Sentinel Trust Co. Lba | Houston, TX , United States | |
| Portfolio Manager | Boston Family Office LLC | Boston, MA , United States | |
E E Greer Candler | Partner and Portfolio Manager | Boston Family Office LLC | Boston, MA , United States |