Keitha Kinne has been Head of Platform Operations of Amg Funds since July 2007, is a control person of the firm and directly owns under 5% of it. Keitha Kinne holds a BS from the University of Connecticut.
Amg Funds LLC is a Stamford, CT firm with $18.3B under management, 5 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Keitha Kinne is Managing Director and Head of Platform and Operations at AMG. She leads a team that provides operational expertise to Affiliates across the U.S. wealth and global institutional marketplaces. Before joining AMG in 2007, she served as a senior distribution and product management executive at Legg Mason and as a Managing Director at Citigroup Asset Management.
Keitha Kinne’s longest registration is the current one, 16 years at Amg Funds since 2010. Before joining Amg Funds in 2010, Keitha Kinne was registered through Managers Investment Group LLC and Clearbridge Advisors, LLC.
- Managers Investment Group LLC– · 2 yearsChicago, IL · Adviser representative · Firm CRD 27314
- Clearbridge Advisors, LLC– · 1 yearNew York, NY · Adviser representative · Firm CRD 137028
Professional designations
Listed by Amg Funds
- CFA® charterholder
Investment adviser representative registrations
Keitha Kinne is registered as an investment adviser representative in Connecticut, since June 2010.
- ConnecticutSince 17 June 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 March 2001 |
| Series 24 | General Securities Principal Examination | 13 June 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 1991 |
| Series 7 | General Securities Representative Examination | 28 June 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Keitha Lee Kinne
- CRD
- 2039630
- Firm
- Amg Funds · CRD 153456
- Role
- Head of Platform Operations
- Office
- 680 WASHINGTON BOULEVARD, SUITE 500, Stamford, CT 06901
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1991
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- amg.com
Where does Keitha Kinne work?
Keitha Kinne has been Head of Platform Operations of Amg Funds LLC since July 2007, and is a control person of the firm.
Is Keitha Kinne a financial advisor?
Yes. Keitha Kinne has a current investment-adviser registration in Connecticut, through Amg Funds since June 2010.
How many years of experience does Keitha Kinne have?
Keitha Kinne has 35 years in the financial industry, since August 1991, across 3 adviser firms.
What exams has Keitha Kinne passed?
Keitha Kinne has passed 4 licensing exams: the Series 7, Series 65, Series 24 and Series 63. The earliest, the Series 7, was passed in June 1990. FINRA credited Keitha Kinne with the SIE, which began in October 2018.
Where did Keitha Kinne work before Amg Funds?
Before Amg Funds, Keitha Kinne was registered through Clearbridge Advisors, LLC, May 2006 to July 2007.
Where is Keitha Kinne based?
Keitha Kinne’s registered office is in Stamford, CT.
Is Keitha Kinne registered with FINRA?
Yes. Keitha Kinne has a current broker registration, under CRD 2039630.
Source: FINRA BrokerCheck
Is Keitha Kinne a CFA charterholder?
Amg Funds lists Keitha Kinne with the CFA credential (“CFA® charterholder”) on its website. CFA Institute confirms certification status.
Source: Keitha Kinne biography, amg.com
How can I verify Keitha Kinne’s record?
Search CRD 2039630 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Keitha Kinne’s full registration record.
