Ohio - Westlake
Senior Vice President
166 Crocker Park Blvd
Westlake, OH 44145
Wealth Management in Westlake
Are you looking for the right group of professionals to help you with wealth management in Westlake, Ohio? The team at Key Private Bank is ready to help design a comprehensive plan and approach to your financial planning and wealth management.
Karen Potopsky leads the private banking team in Westlake and is available to discuss your wealth management needs. Read her bio below and contact her today.
Private Banking in Westlake, Ohio: Karen Potopsky Leads the Way
Karen Potopsky leads a team of professionals that advises clients on how to grow and preserve their wealth. These financial experts bring a wealth of expertise in estate planning, trust, investment management, insurance, financial planning, banking, and credit.
Karen entered the financial industry in 1985 with Key in the Corporate Trust Division, where she organized, planned, and controlled the processing of cash dividends and associated tax forms. After two years, she moved into Personal Trust Operations, where she valued securities in two retirement funds and prepared annual reports required by the Securities and Exchange Commission. In 1989, Karen became a Relationship Manager in the Wealth Management Group, in which she provided sophisticated financial solutions to individuals, multi-generational families, and charitable organizations. Karen also worked at the Administrative and Professional Practices Manager of the Risk Review Group and was a member of the Risk Review Group Senior Management Team.
Karen earned her BA and MBA/International Management from Baldwin Wallace College. She is also a graduate of the Ohio Bankers Association Trust Program. Karen is a member of the Institute of Certified Bankers and also has a Certified Trust Financial Advisor Designation.