TYSONS CORNER, Va. and RICHMOND, Va., July 8, 2013 /PRNewswire/ -- Keel Point Advisors, LLC (www.keelpoint.com) announces that William A. Pusey, Jr., JD, MBA, of Richmond, VA, has joined Keel Point to help affluent families develop and implement their own unique Keel Point, a family financial philosophy that covers family governance, estate and tax strategies, philanthropic planning and wealth management. "Biff Pusey will leverage the Keel Point client experience with his hands-on client family coaching," observes David Parks, Keel Point CEO and nationally recognized wealth planning strategist.
As a member of Keel Point's Investment Team, Biff will also guide its focus on non-traditional investment strategies including private equity, real estate, energy and hedge funds. Dr. Steven Skancke, Keel Point Chief Investment Officer, merchant banker and former US Treasury and White House official, notes "Biff's experience augments Keel Point strengths in alternative investment strategies." Biff is joining Keel Point after a decade of serving family clients and managing the alternative investment platform at JoycePayne Partners.
Prior to JoycePayne Partners, Mr. Pusey managed a family investment and consulting company, was Senior Vice President for Financial and Risk Management Services at a petrochemical industry technology firm and was general counsel and corporate development strategist for two Internet companies, one public and the other private. He is a member of the Institute for Private Investors as well as the Virginia and South Carolina State Bars. He completed a professional program in private wealth management at the University of Pennsylvania's Wharton School and is a graduate of Duke University, the Stern School of Business at New York University and the University of Virginia School of Law.
Mr. Pusey and his family live in horse country outside of Richmond, VA. He is an avid member of SEAL Team PT, coaches soccer for Richmond Spirit Athletics and builds sets and works backstage for the Broadway musical productions of CharacterWorks.
About Keel Point
Headquartered in Tysons Corner, VA, Keel Point provides personalized family office and investment services, believing that every client is different: striving to achieve unique goals, focusing on their own mission and deserving of customized solutions. "Biff's experience and education will be a valuable addition to the Keel Point team as we help families navigate through life's complexities," noted Miriam Boysen, Keel Point Chief Wealth Officer – Family Office. The team-driven approach begins with helping institutional and family clients articulate their specific "mission, vision, values and goals" based on which they create broadly diversified programs combining strategic planning and tactical asset allocation, opportunistic investing, risk management and detailed reporting. Keel Point is headquartered at 8065 Leesburg Pike, Suite 300, Vienna, VA 22182. For more information, please visit www.keelpoint.com or call 703-807-2020.
Keel Point Advisors, LLC is an independently owned registered investment advisor. Securities offered through WFG Investments, Inc.
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SOURCE Keel Point