Advisor Profile

Keith brings over 30 years of financial services expertise to the team.

With deep experience in developing and cultivating business partnerships, along with a leadership background in planning-centric firms, Keith Kotfica is poised to help strengthen relationships with existing CPA partners. 

Most recently, Keith served as Senior Vice President and Head of Employee Planning at Edelman Financial Engines. In this role, he led a team of over 150 financial advisors, client service, sales, and marketing professionals dedicated to delivering education and financial planning solutions to employees of Fortune 500 companies through both direct and partner relationships. Under his leadership, Keith and his team drove Net New Asset growth and partner client satisfaction by optimizing B2B distribution relationships and implementing an education-driven, bifurcated B2B2C sales approach.

Previously, Keith held senior leadership roles at HealthEquity, Xerox HR Solutions (now Conduent), and State Street Global Advisors, where he consistently drove growth and expanded strategic partnerships throughout his career.

Keith has been an active member of the Defined Contribution Institutional Investment Association, a frequent speaker at Institutional Investor events, and has served as an Advisory Board Member for the Pension Action Center, part of the Gerontology Institute at UMass Boston, for the past 10 years.

Keith holds a Master of Business Administration from Babson College, which he achieved with honors, and a Bachelor of Business Administration from Baruch College.

Keith is in the process of relocating to the Charlotte area with his wife. He has one daughter who is an attorney in Washington, DC.  He enjoys biking, hiking, and any outdoor activity that requires him to be active.