Scott Keller, CFA, CAIA

Chief Information Officer & Shareholder

“In college, my perspective was changed by Burton Malkiel’s A Random Walk Down Wall Street. Malkiel demonstrates that short-term changes in stock prices cannot be predicted and that studying chart patterns and/or earnings forecasts is a useless endeavor.”

Scott’s Story

Scott Keller holds the position of Chief Information Officer at Truepoint. Within this capacity, he provides leadership for the technology, innovation, and investment teams. With a lifelong knack for analyzing quantitative data—whether in simulations, spreadsheets, or market performance—Scott uses his talents to identify the most sound, research-supported investment strategies and plays an active role as a portfolio manager for multiple client relationships. This same skillset employed in investing empowers Scott to deliver technology solutions for both Truepoint’s clients and his teammates. Given his long-tenured experience at the firm, Scott is uniquely equipped to recommend, oversee, and deliver high-quality tech solutions, ensuring Truepoint remains at the forefront of forward-looking innovation.

When he’s not researching the markets, Scott enjoys relaxing with his family. He spends as much time outdoors as he can, often running, fly fishing or golfing.


Specialties: alternative investments, data analysis, investment research, investment strategy, portfolio management

Education

Montana State University, BA, Finance

Designations

Chartered Financial Analyst
Chartered Alternative Investment Analyst

Community Involvement (2)

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