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
Jeff Wortley
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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
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
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Head of Key Family Wealth
- Expertise: High-net-worth planning, investment management, philanthropy, trust and estate planning
Bruce McCain, Ph.D., CFA®
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Chief Investment Strategist
- Expertise: High-net-worth planning, investment trends, market psychology, economic commentary
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
Timothy Malloy, JD, CAP®, AEP®
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Director of Family Wealth Consulting
- Expertise: Estate planning, philanthropy, business succession
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
Anne Marie Levin, J.D., LL.M, HDP™
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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
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