Senior Vice President
66 S Pearl St 9th Floor
Albany, NY 12207
If you’re looking for a dedicated, professional team of experts to help with your wealth management in New York, look no further than Key Private Bank. Our team at Key Private Bank Albany works hard to provide you with satisfaction when it comes to your financial plan.
Fran O’Rourke, Market Manager and Senior Vice President of Key Private Bank in the Capital region of New York, oversees the Albany team. Read her bio below and don’t hesitate to contact her with any questions.
Fran O'Rourke is a seasoned financial professional utilizing a comprehensive approach to managing wealth. As Market Manager and Senior Vice President with Key Private Bank in the Capital Region of New York, Fran manages a team of experts to thoroughly address the complex needs of their clients. She has a Six Sigma Green Belt with Design for Six Sigma certification.
With a background in serving high net worth individuals and families, Joseph previously served as Senior Investment Advisor for JPMorgan in Park City, UT. Joseph is also an attorney with expertise in tax issues and worked with Anderson & Jahde, P.C. in Colorado.
Fran has worked in the banking industry for 28 years, most recently serving as the Market Manager for Premier Banking & Investments at Bank of America. Her extensive experience in developing investment, credit and liquidity solutions for clients makes her an unparalleled addition to Key Private Bank. She is part of a team that delivers solutions on all levels, beginning with a well-thought-out plan that focuses on her clients’ top priorities. Specializing in comprehensive wealth management, Fran’s team works primarily with professionals, medical practitioners and business owners with a strong focus on family wealth management.
Fran and her team are experts in assisting professionals with building and transitioning successful businesses as well as in developing financial plans for families. Helping clients to send their children or grandchildren to college, owning a first or second home, living comfortably in retirement or pursuing a personal dream are common goals for many of Key Private Bank clients.
Fran is a native of the Albany area and attended high school and college locally. Outside of work, Fran is a board member of the Juvenile Diabetes Research Foundation and serves on the Advisory Board for the Lung Cancer Alliance in Albany. She and her family live in Loudonville, NY.