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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

Jeff Wortley

Contact Information Job Title
  • Director of Financial Planning, Key Wealth Institute Editorial Chairman
  • Expertise: High-net-worth financial planning, wealth management, strategic philanthropy

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™

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  • Director of Family Wealth Consulting
  • National Practice Leader for Family Wealth Legacy Planning Services
  • Expertise: Legacy planning, estate planning, tax strategy

Bola Olusanya

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  • Managing Director, Asset Allocation and Portfolio Strategy
  • Expertise: Investment strategies, economic and investment trends, investment risk management, quantitative investment research

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

Raquel Tibbetts, Ph.D., CPA, CFP®

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  • Regional Planning Strategist
  • Expertise: Tax strategy, financial planning, estate planning, charitable giving strategies, integrated investment portfolio planning

Bruce McCain, Ph.D., CFA®

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  • Chief Investment Strategist
  • Expertise: High-net-worth planning, investment trends, market psychology, economic commentary

Gretchen Miller, MBA, CFP®

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  • Regional Planning Strategist
  • Expertise: Retirement planning, social security and medicare, income tax strategies, tax efficient distribution planning, estate planning

Matthew L. Severs

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  • Insurance Advisor
  • Expertise: Risk management, strategic insurance planning

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

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

Matt Logar, CFP®, CPA, PFS

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  • National Strategic Advice Leader
  • 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
  • Director of Family Wealth Consulting
  • Expertise: Estate planning, philanthropy, business succession