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Daniel E. Fiedler


Daniel E. Fiedler Biopic

About Daniel E. Fiedler

Dan Fiedler offers sophisticated financial solutions to his clients, which include foundations, individuals, and families. A highly experienced professional, Dan helps his clients develop and implement innovative investment and risk management strategies customized for their unique situations.

Working closely with his colleagues on the Key Private Bank team, Dan ensures your investment plans address your current goals and objectives. When you work with Dan, you know he will not only address your current financial priorities, but also help you anticipate and plan for future needs.

Prior to joining Key, Dan served as a Director for Robert W. Baird & Co., where he traded commercial mortgage-backed securities for institutional clients. Dan has also worked at Janney Montgomery Scott, C.L. King & Associates, and First Albany Corporation. Dan began his finance industry career in 1999 and has enjoyed working on behalf of clients ever since.

Dan earned a degree in history from the University of Rochester. He also holds the Chartered Financial Analyst (CFA®) designation, having successfully completed the program in 2009. Dan is a member of the CFA Institute as well as the CFA Society of New York. He lives with his wife in upstate New York and loves the outdoors.

The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).

Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates.

This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy.

KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.

The summaries, prices, quotes and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed.  They are provided for informational purposes only and are not intended to replace any confirmations or statements. Past performance does not guarantee future results.

Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.

Non-Deposit products are:

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY