Danbury, CONN.:Union Savings Bank today announces the addition of Keith Wirtz as Vice President and Chief Investment Officer. Wirtz will be responsible for managing the investment team, devising departmental investment policies and portfolio strategies, as well as managing high-net-worth and institutional portfolios.
Wirtz will bring his specialty in portfolio management, fiduciary oversight and security analysis to the USB team. He has worked with some of the top companies in the financial and banking industry and has managed more than $34 billion in AUM and $100 billion in assets for institutional clients.
Wirtz currently serves as a trustee for the First Western Trust Funds and is a board member and Investment Committee Chair for ASU Enterprise Partners. He is a CFA Charter Holder and a member of the CFA Institute.
Before joining Union Savings Bank, Wirtz served as Principal and Senior Portfolio Manager for Walrus Partners LLC, a boutique money management firm based in Minneapolis. He also held the position of Chief Investment Officer for Fifth Third Bank’s Wealth Division and was President and Chief Investment Officer of Fifth Third Asset Management Inc.