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Biography Reagan & James Wealth Management serves as the advisory team to discerning and affluent individuals, families, non-profits and endowments. The Group takes an academic approach to investing. Their goal is to replicate the strategies of the world’s most successful endowments in order to provide their clients with a superior investment discipline.As the director of client relations for The Reagan and James Group, Keith acts as principal portfolio manager and client contact for the group’s high net-worth clients. From an initial consultation to ongoing quarterly reviews, Keith’s focus is on understanding and meeting the needs and aspirations of his clients. Providing superior advice and exceptional client service is the primary goal of The Reagan and James Group.Keith’s experience includes a distinguished career at Merrill Lynch where he earned the title Portfolio Manager and a place in the firm’s esteemed ‘Circle of Excellence.’ During his tenure, he was also inducted into the President’s Club, and the Executive’s Club.A resident of the Williamsburg area for over 25 years, Keith graduated from York High, and the College of William and Mary. His post-graduate work includes executive education at The Wharton School of Business. Locally, he has served as the President of the Williamsburg William and Mary alumni, Chair of the March of Dimes, and President of the Williamsburg Land Conservancy. He is a member of the National Eagle Scout Association and currently volunteers his time as a baseball coach and the CubMaster of Pack 135.Keith and his partner, Clayton James, are proudly associated with MICG Investment Management: an independent wealth management firm providing financial planning, portfolio management, investment banking, insurance services, lending services, and corporate group benefits. Assets held by First Clearing, LLC - a division of Wachovia Bank.Keith lives on a small farm in Toano, Virginia, with his wife of eighteen years, Lisa, and their son, Collins. | 