Keith strives to help his clients achieve their financial goals and visions in order to create a brighter future of financial freedom and protection, giving them the ability to take care of their family and loved ones by designing a strategic plan. Keith believes the key tools to successful business relationships are communication, listening, and consideration of the client’s wants and needs.
Keith joined Zipper Eisner Associates(ZEA), a boutique wealth advisory firm, in 2016 after 30 years in the financial services industry. Keith is a valued member of ZEA's team. He combines his extensive industry knowledge in the private equity and hedge fund space with his strong familial acumen to be a guide to his clients in the face of our ever-changing financial horizon.
Prior to joining ZEA, Keith was a consultant for multiple successful hedge funds. He gained his knowledge to lead and teach fund managers while he was the senior risk analyst for AJW family of funds. He started his career on the floor of the commodities exchange in 1987 quickly rising to senior trader and market maker. He was appointed to the New York Board of trade floor and settlement committees from 1989 until 2006 when he left the floor to quench his thirst for knowledge in the hedge fund space.
Keith is the academic chair for the Hedge Fund Association (HFA) since January 2013. His responsibilities include creating HFA events at colleges and universities. Keith received the community leadership and champion of change award at the United Nations for helping bring to light the hardship women endure around the world and encourage women to get involved in the hedge fund industry. In addition, he endorsed the book “Confrontation 9” that helps empower women around the world. He has been a featured speaker at the United Nations. Keith graduated with a bachelor of science degree in finance from Stern School of Business at New York University. He was a member of the NYU men's varsity basketball and track teams, and he is still active in NYU alumni activities. He enjoys spending time with his two children and being an active leader in his community. Keith holds FINRA series 7, 66 and life, health and disability insurance licenses.
Keith Novick is licensed to sell insurance in: NY, FL, and NJ and securities in: NY, FL, and NJ. He is a registered representative of and offer securities and investment advisory services, investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791. Zipper Eisner Associates and Hedge Fund Association are not subsidiaries or affiliates of MML Investors Services, LLC.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies