Family Office

West Resources Management names president and COO

FWR Staff September 2, 2009

West Resources Management names president and COO

Ex-National Financial sales head to help firm extend and manage growth. Financial-planning firm Westport Resources Management has named George Keith, formerly head of sales at National Financial, as its president and COO.

Keith "is a seasoned and talented executive with comprehensive experience in our industry and a strong reputation in the investment community," according to Westport Resources Management's founder and CEO John Adams Vaccaro. "He joins Westport Resources at a time of significant growth, despite the extraordinarily challenging market environment."

Board member

Keith led National Financial's sales team to record growth in five consecutive years. Clearing firm National Financial is a subsidiary of Fidelity.

Prior to National Financial, from 1999 to 2004, Keith led at AllianceBernstein's national wholesale force with responsibility for global accounts and for handling major international corporate relationships. Before that, from 1995 to 1999, he was Senior Vice President of National Accounts at Scudder Funds. Earlier, he was a sales manager and a branch manager with Paine Webber (now part of UBS).

In addition to becoming president and COO, Keith has been elected to the boards of Westport Resources Management and Westport Resources Investment Services.

Westport, Conn.-based Westport Resources Management is an RIA with $273 million in assets under management that provides planning and advisory services to individuals, families, businesses, municipal pension funds, and religious and other non-profit institutions. It provides securities through its Westport Resources Investment Services subsidiary. -FWR

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