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 M. Smallwood
Contact Information Job Title-
Director of Strategic Implementation & Business Support
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Key Wealth Institute Editorial Chair
- Expertise: Wealth management, governance and investment counseling
George Mateyo
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Chief Investment Officer
- Expertise: Asset allocation, traditional & alternative investment strategies, portfolio construction, governance and investment counseling
Anne Marie Levin, J.D., LL.M, HDP™
Contact Information Job Title-
Director of Family Wealth Consulting
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National Practice Leader for Family Wealth Legacy Planning Services
- Expertise: Legacy planning, estate planning, tax strategy
Tina A. Myers, CFP®, CPA/PFS, MTax, AEP®
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Senior Financial Planner
- Expertise: Financial planning, tax planning and strategy, trust and estate planning, philanthropy
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
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
Matthew L. Severs*
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Wealth Protection Strategist
- Expertise: Risk management, strategic insurance planning
Gary W. Poth
Contact Information Job Title-
Executive Managing Director
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Head of Key Family Wealth
- Expertise: High-net-worth planning, investment management, philanthropy, trust and estate planning
Jeffrey T. Getty, JD, MS(tax), CFP, AEP
Contact Information Job Title-
Managing Director of Family Wealth Consulting
- Expertise: tax planning, transactional tax, business sale and valuation, business consulting, alternative risk management practices, philanthropy
Matt Logar, CFP®, CPA, PFS
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Regional Planning Strategist
- Expertise: Financial planning, tax planning and strategy, trust and estate planning, philanthropy
Ian C. Humphrey, JD, MS Tax, CFP®
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Regional Planning Strategist
- Expertise: High-net-worth financial planning, tax planning and strategy, entity structure strategy, business succession, trust and estate planning, charitable giving strategies, risk management
Timothy Malloy, JD, CAP®, AEP®
Contact Information Job Title-
Regional Planning Strategist
- Expertise: Estate planning, philanthropy, business succession
Nancy L. Anderson, CFP®
Contact Information Job Title-
Regional Planning Strategist
- Expertise: Retirement planning, personal wealth finance, financial planning