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Charles J. Unice III, ChFC®, MBA | Chief Portfolio Manager, Senior Partner
"The Keeler Thomas team is keenly aware of the responsibility we have in helping our clients sustain and improve their lives. The decisions we make directly influence their well-being. We are committed to meeting that obligation to the best of our ability."
Chuck has been a principal and Senior Partner with Keeler Thomas since 1988. As the company’s Portfolio Manager, he also specializes in asset allocation modeling, modern portfolio theory, and securities selection for individual client investment portfolios. Firm assets managed are in excess of $100 million. He is the primary bond and stock trader for the company and serves as a member of the Investment Committee and as its senior research analyst. Over the last 25 years he has advised clients concerning their investments, retirement and estate planning needs.
After college, he served as an active duty pilot with the U.S. Air Force for 10 years until 1984. In 1985 he kept his commission in the Air Force Reserves and joined Merrill Lynch, Pierce, Fenner & Smith for three years as a registered representative. Chuck retired as a Colonel from the USAF Reserves after a long and distinguished career as a military pilot.
Chuck graduated from Brigham Young University with a Bachelor’s degree and earned his Masters of Business Administration (MBA) from Golden Gate University. He currently holds series 7, 63, 65, and 24 securities registrations, as well as the Chartered Financial Consultant (ChFC) designation.