Crey D. Keitzer, AIF®

Crey D. Keitzer, AIF®

Partner

Fun Fact: Crey was in show choir and enjoys 30 second dance parties.

Crey is not your traditional Pittsburgher having been born in Philadelphia and a follower of The Ohio State University’s football team. However, ask him about his Pittsburgh Pirates or the best Italian food in the city, and you may end up regretting you asked.

Crey came in to financial advising by way of the service industry. He found that he has a knack for helping people achieve their goals and as he has always enjoyed math and finance, as a real numbers guy, financial advising was a logical career progression. Crey’s role at North Star is an imperative one as he is one of the founding partners, and works not only with individual clients but also is very active in advising on retirement plans for business owners and their employees. The North Star team would consider Crey the tenacious one and he ensures that the firm is running smoothly and efficiently.

Specialties:

  • Investment Planning
  • Retirement Forecasting and Design
  • Estate Preservation and Distribution Development
  • Business Succession and Organization Sequence Arrangement
  • Chicken Parmesan

 

  1. What do you love about your job?

There is so much that I love about my job, most days. I love the challenge – in all things, with portfolio construction, plan design, research and the constant change and continuing education. I love the camaraderie amongst the North Star team and coming to work every day knowing that I have great co-workers. I love the ride of the market and the balance between the ups and downs.

  1. Outside of your job, what other things do you enjoy? What are your hobbies?

I love to exercise, especially in the morning before the world wakes up. I enjoy watching my beloved Pirates and Buckeyes. I enjoy long walks on the beach – who doesn’t really? And mostly, I enjoy traveling and spending time with my friends and family.  

  1. Why do you think you are best suited for investment advising? What makes you different? Why and how do you succeed?

I am good at this job because I am diligent in my research, cognizant of macro-economic issues, but I am relatable to everyone. The success comes not from the ups and downs, but from the diligence and an incremental process. Similar to an actual investment, it takes time and patience to be successful. The same holds true for an investment advisor. It is likely impossible to be successful long term in this business without some type of process and patience. I think that I have the drive and motivation to be successful, as well as the patience to build the necessary relationships to become more successful. If we as business allow ourselves to build properly, allow the appropriate time to grow and develop, we will make North Star a success, same as a traditional investment.

DESIGNATION DISCLAIMER:

AIF®

The AIF designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. Through a process of education, industry experience, ongoing professional training program and a passing of a comprehensive closed book proctored exam. Abiding by the Code of Ethics and Standards is an on-going requirement.

← Return to Team Page