Keith Jaworski CFA Co-Founder
Keith, a Chartered Financial Analyst, brings to his clients 35 years of portfolio management experience highlighted with large institutional portfolios and a long/short hedge fund. That experience includes managing portfolios of more than a billion dollars for the County of Fairfax in Virginia, and Clark Enterprises, Inc., a large privately held company. His experience in alternative investments includes his management of Falcon Partners, LP; a long/short hedge fund. Early in his career, Keith was the General Manager of GMT Capital Corp., a prominent hedge fund management company with current assets exceeding several billion dollars. Keith has over 15 years of experience in the RIA space, having been a Partner in Atlanta, Georgia with Patton, Albertson & Miller, and Research Director for Houston-based CAZ Investments and St. Petersburg-based Doyle Wealth Management. In addition, he has acted as advisor or manager to pension and endowment assets.
Keith is a graduate of Carnegie-Mellon University.
He and his wife Karen have two sons: Zack, a graduate of Vanderbilt University who played professional golf as a member of PGA Tour Canada and currently work at Invesco in Atlanta and is married to his lovely wife Vanessa and Kyle, a graduate of Georgia Tech with a degree in Biomedical Engineering who recently became a father to Kane with his wonderful wife Anissa.
Jim McGinty Co-Founder
Jim has built a successful career in the financial services industry over the past 38 years. After earning a degree in Accounting from the University of South Florida, he spent several years working as a CPA with Arthur Andersen & Co. in both Tampa and Chicago. In 1996, Jim transitioned into the securities industry and has been helping clients navigate their financial journeys ever since. His deep industry knowledge, extensive training, and personal life experiences equip him to provide expert guidance to clients, particularly as they approach and enter retirement.
Prior to launching his own wealth management practice, Jim worked with high-net-worth individuals and families at Wells Fargo’s Private Bank, PNC Wealth Management, and Corient (formerly Doyle Wealth Management, which was sold in 2020).
Jim and his wife, Debbie, reside in St. Petersburg, Florida, where they enjoy an active and fulfilling life with their three grandsons—Keegan, Truett, and Rowan.