Your guides are experts in this field.

Every financial path differs, goals shift, opportunities arise. With Key Private Bank, your trusted resources are your advisors, experts who ensure that at each step, you have the knowledge and guidance you need to chart your course with confidence.

Meet Our Wealth Institute Experts

Joanne Smallwood headshot
Joanne M. Smallwood

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Director of Strategic Implementation & Business Support

Key Wealth Institute Editorial Chair

Expertise: Wealth management, governance and investment counseling

George Mateyo Headshot
George Mateyo

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Chief Investment Officer

Expertise: Asset allocation, traditional & alternative investment strategies, portfolio construction, governance and investment counseling

Tina Myers Headshot
Tina A. Myers, CFP®, CPA/PFS, MTax, AEP®

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Director of Financial Planning

Expertise: Financial planning, tax planning and strategy, trust and estate planning, philanthropy

Francis Brown Headshot
Francis Brown, JD, MIM, LL.M

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Director of Family Wealth Consulting

Expertise: High-net-worth planning, business sale and valuation, business consulting, economic trends, tax strategy

Joel Redmond
Joel T. Redmond

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Director of Family Wealth Consulting

Expertise: Business transition planning, financial analysis, wealth planning

Kalimah Z. White, J.D.

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Senior Consulting Director and Delaware Trust Strategist

Expertise: Estate and trust planning, tax strategy, business consulting and valuations, mergers and acquisitions

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Gretchen Miller, MBA, CFP®

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Senior Client Experience Manager

Expertise: Retirement planning, Social Security and Medicare, income tax strategies, tax efficient distribution planning, estate planning

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Gary W. Poth

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Executive Managing Director

Head of Key Family Wealth

Expertise: High-net-worth planning, investment management, philanthropy, trust and estate planning

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Jeffrey T. Getty, JD, MS(tax), CFP, AEP

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Managing Director of Family Wealth Consulting

Expertise: Tax planning, transactional tax, business sale and valuation, business consulting, alternative risk management practices, philanthropy

Nancy Anderson headshot
Nancy L. Anderson, CFP®

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Regional Planning Strategist

Expertise: Retirement planning, personal wealth finance, financial planning

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Paul Kieffer, CPA/PFS, CFP®, CLU, CAP, ChFC, CASL, CGMA

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Regional Planning Strategist

Expertise: High-net-worth financial planning, business succession, planned giving, trust and estate planning, risk management

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Joe Velkos, CPA

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Tax Director

Expertise: High-net-worth planning, tax planning, strategy and compliance

Jeff Wortley
Jeff Wortley

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National Director of Consulting for Institutional Advisors

Expertise: Investment management services for nonprofits, pensions, corporations, and Tribal governments

Kenneth Senvisky
Ken F. Senvisky

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National Director Institutional Investment Solutions

Expertise: Tribal Nations, pensions, public and private sector, healthcare, higher education, nonprofit, special needs pooled trusts, Taft-Hartley

Adam Hyser, CFP®, CLU, ChFC

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Wealth Protection Strategist

Expertise: Risk management and wealth protection, estate planning, tax planning, insurance, philanthropic giving

Daryl Gordon headshot
Daryl L. Gordon, JD

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Regional Director of Trust

Expertise: Trust and estate planning, wealth management, planned giving, financial policy / legislation

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Jim Thomas

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Team Leader – Senior Banking Advisors

Expertise: Strategic use of credit, complex credit structuring

Dean Huston
Dean Huston

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Private Client Advisor

Expertise: Financial planning, investment solutions

Beth Boyce
Beth Boyce

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Family Wealth Senior Fiduciary Advisor

Expertise: Estate planning and wealth preservation strategies

Dan Fiedler headshot
Daniel E. Fiedler, CFA

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Senior Portfolio Manager

Expertise: Asset allocation, investment management, portfolio construction, security analysis

Rajeev Sharma Headshot
Rajeev Sharma

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Managing Director of Fixed Income - Key Investment Center

Expertise: Taxable and tax-exempt fixed income investments, trust funds, institutional model strategies

Renee Porter Headshot
Renee M. Porter-Medley, CFP®

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Regional Planning Strategist

Expertise: Financial planning, trust and estate planning, planned / charitable giving

This piece is not intended to provide specific tax or legal advice. You should consult with your own advisors about your particular situation.

Any opinions, projections, or recommendations contained herein are subject to change without notice and are not intended as individual investment advice.

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Insurance products are offered through KeyCorp Insurance Agency USA Inc. (KIA). Variable insurance products are securities and are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. KIA and KIS are affiliated with KeyBank.

Insurance products and securities made available through KIA and KIS are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank. When you buy insurance, you are dealing with a licensed agency, not KeyBank. Before purchasing an insurance policy, you should compare information obtained from more than two agents. You have the right to obtain insurance from the agent or insurer of your choice and your decision will not in any way affect KeyBank’s credit decision. KIA, KIS and KeyBank are separate entities, and when you buy or sell insurance products and/or securities you are doing business with KIA and/or KIS, and not KeyBank. KIA, KIS and its representatives do not provide tax advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions.