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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
  • 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™

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

Bola Olusanya

Contact Information Job Title
  • 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®

Contact Information Job Title
  • 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®

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

Gretchen Miller, MBA, CFP®

Contact Information Job Title
  • Senior Client Experience Manager
  • Expertise: Retirement planning, social security and medicare, income tax strategies, tax efficient distribution planning, estate planning

Matthew L. Severs*

Contact Information Job Title
  • Wealth Protection Strategist
  • Expertise: Risk management, strategic insurance planning

Gary W. Poth

Contact Information Job Title
  • 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

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

Contact Information Job Title
  • Regional Planning Strategist
  • Expertise: Financial planning, tax planning and strategy, trust and estate planning, philanthropy

Ian C. Humphrey, JD, MS Tax, CFP®

Contact Information Job Title
  • 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

Kevin J Miller, J.D., CFP®, AEP®

Contact Information Job Title
  • Regional Planning Strategist
  • Expertise: Trust and estate planning, trust and estate law, financial planning

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.

*

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.