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Keith Kellum

Partner and Portfolio Manager at Pennington Partners & Co. LLC

Roswell, GA , United States

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

OrganizationRoleDate RangeDetails
Pennington Partners & Co.Partner and Portfolio ManagerSep 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

Investments
Wealth Management
Asset Allocation
Finance
Portfolio Management
Microsoft Excel
Economics
Investment Strategies
Public Speaking
Strategic Financial Planning
Asset Management
Risk Management
Alternative Investments
Financial Modeling
Leadership
Data Analysis
Retirement Planning
Financial Planning
Estate Planning
PowerPoint
Wealth Management Services
Excel
Microsoft Office
Microsoft Word
Research
Word
Analysis

Others at Pennington Partners & Co. LLC (10)

NameRoleLocation
B
Bruce Schulman
Managing PartnerWashington, DC , United States
C
Christopher Wolfe
President and Chief Investment OfficerStamford, CT , United States
J
James Pai
PrincipalWashington, DC , United States
J
Joseph Masino
AssociateWashington, DC , United States
William Lowrie
William Lowrie
Portfolio ManagerWashington, DC , United States
Colin Larsen
Colin Larsen
AssociateCharlotte, NC , United States
Eric Christiansen
Eric Christiansen
PrincipalWashington, DC , United States
Jacob Reinhardt
Jacob Reinhardt
Investment AnalystUnited States
L
Longhe Cao
Investment AnalystUnited States
Trey Sheain
Trey Sheain
Portfolio ManagerHouston, TX , United States

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