Keel Point

Steven Russo serves as Chief Investment Officer and leads the firm's investment committee. Russo oversees direct deal sourcing and portfolio construction across private credit, real estate, and private equity. The committee includes senior principals Dudley Reynolds and Michael Perry, who bring the underlying family relationships that drive deal flow.

Keel Point sources through the business networks of its underlying family clients, many of whom have deep ties to the aerospace, defense, and industrial ecosystems concentrated in Huntsville and the broader Southeast. The firm leverages these relationships to access middle-market operating companies and real estate projects that rarely reach broad auction processes. Its Washington, DC office adds a policy-adjacent sourcing channel.

Keel Point does both. The firm selectively commits to external private equity and hedge fund managers, but its distinguishing feature is the ability to do direct deals — including control equity investments in operating businesses and direct origination of private credit. The direct deal capability is what separates the platform from a conventional wealth advisory practice.

Keel Point co-invests alongside family networks and occasionally alongside external general partners, but it does not operate a standardized co-investment program in the manner of a large institutional LP. Deals are sourced through existing relationships and structured individually, often with the firm's families acting as the lead or sole capital provider in middle-market transactions.