Wealth Institute Experts | Key Private Bank

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

Director of Strategic Implementation & Business Support
Key Wealth Institute Editorial Chair
Expertise: Wealth management, governance and investment counseling

George Mateyo

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

Anne Marie Levin, J.D., LL.M, HDP™

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

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

Director of Financial Planning
Expertise: Financial planning, tax planning and strategy, trust and estate planning, philanthropy

Francis Brown, JD, MIM, LL.M

Director of Family Wealth Consulting
Expertise: High-net worth planning, business sale and valuation, business consulting, economic trends, tax strategy

Gretchen Miller, MBA, CFP^®

Senior Client Experience Manager
Expertise: Retirement planning, social security and medicare, income tax strategies, tax efficient distribution planning, estate planning

Gary W. Poth

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

Managing Director of Family Wealth Consulting
Expertise: tax planning, transactional tax, business sale and valuation, business consulting, alternative risk management practices, philanthropy

Nancy L. Anderson, CFP^®

Regional Planning Strategist
Expertise: Retirement planning, personal wealth finance, financial planning

Derek Banning, CFP^®, CTFA

Senior Client Exp Manager
Expertise: Legacy & Estate Planning, Retirement Planning, Special Needs Trusts

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

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

Joe Velkos, CPA

Tax Director
Expertise: High net worth planning, tax planning, strategy and compliance

James Kavulich, JD, CTFA

Trust Legal Liaison
Expertise: Trust and Estate Planning, Wealth Management, Risk Management

Adam Hyser, CFP^®, CLU, ChFC

Wealth Protection Strategist
Expertise: Risk management and wealth protection, estate planning, tax planning, philanthropic giving

Daryl L. Gordon, JD

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

Jim Thomas

Team Leader – Senior Banking Advisors
Expertise: Strategic Use of Credit, Complex Credit Structuring

Daniel E. Fiedler, CFA

Senior Portfolio Manager
Expertise: Asset Allocation, Investment Management, Portfolio Construction, Security Analysis

Renee M. Porter-Medley, CFP^®

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

Rajeev Sharma

Managing Director of Fixed Income - Key Investment Center
Expertise: Taxable and Tax-exempt fixed income investments, trust funds, institutional model strategies

Naoko Huffman, MS TAX, CFP^®, CPWA^®

Senior Client Experience Manager
Expertise: Financial planning, tax planning, trust and estate 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.

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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.