Keith N. Tufte, CFA
President and CEO
Longview Wealth Management,
LLC | Keith Tufte has over 24 years of successful
professional investment management experience. He started his career working as an analyst on Wall Street in New York for
six years at JP Morgan Investment Management. Keith then moved back to his home state of Minnesota and worked for the next
15 years at American Express Financial Advisors, a large mutual fund and financial planning firm. His positions at American
Express Financial Advisors included several years each as an Equity Analyst, as a Mutual Fund Portfolio Manager managing funds
in size from $800 million to $4 billion, as Director of Equity Research for the firm, and as a Hedge Fund Portfolio Manager
working on funds over $300 million in size. After working at American Express Keith worked for several years as a Managing
Director and Hedge Fund Portfolio Manager at Black River Asset Management, a large hedge fund firm. Over the past 14 years
Keith has been a portfolio manager on various types of funds (mutual funds, institutional accounts, wealth management accounts,
hedge funds) ranging in size from $300 million to $4 billion. Keith has a BA degree in economics from St. Olaf College and
an MBA degree in finance from the University of Michigan. He is also a Chartered Financial Analyst (CFA). Keith is currently
a mentor/advisor at the University of Minnesota Graduate School of Business Carlson Growth Fund. Keith is President and CEO of Longview Wealth Management, LLC, a firm dedicated to providing
comprehensive wealth management to successful families, business owners, and non-profits. He is also President and Chief
Investment Officer (CIO) of Adam Smith Advisors, the wealth management business of Cherry Tree Companies.
Keith
has recently been interviewed and/or quoted on various investment related topics by the Minneapolis Star & Tribune,
the St. Paul Pioneer Press, Twin Cities Business Magazine, SmartMoney Magazine, Financial Planning Magazine, ezinearticles.com, am
1500 KSTP Talk Radio, and the Fox Business Television Network's Neil Kavuto show. For a review of some of these
recent media articles simply Google or Yahoo "Keith Tufte" and/or click on the StarTribune2008
and TwinCityBusiness2008 links at the bottom of this page. Keith
has been selected as a "FIVE STAR wealth manager" by Twin Cities Business and Minneapolis/St. Paul
Magazines for 2009, 2010, and 2011. Less than 7% of the wealth managers in the Twin Cities are chosen for this list.
These top wealth managers are selected based on customer service, integrity, knowledge/expertise, communication, value for
fee charged, meeting financial objectives, service, quality of recommendations, clean regulatory record, and overall customer
satisfaction. Call Keith today at 952 906-1289
or e-mail keith@longviewwealth.com to discuss your situation, to schedule a complimentary initial consultation, to get a Free
Portfolio Review or to receive our free monthly e-newsletter Longview Insights on investing
and wealth management. |
