Solutions and Expertise 

Client-focused services.

See how our institutional investing team’s specialized investment consulting, management, and administrative services can help you take your organization to the next level. With expertise in various organizations, our versatile and experienced institutional investment managers focus on your needs and leave you free to achieve your mission.

Institutional Advisors Leadership 

Jeff Wortley

Jeff Wortley

National Director of Consulting
206-583-4672
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Ken Senvisky

Ken Senvisky

CFA, National Director
Institutional Investments
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Cindy McDonald

Cindy J. McDonald

CTFA, National Director of
Philanthropic Advice
518-257-8745
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Craig Greenwald

FSA, EA, National Director
of Pension Solutions
617-385-6208
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KeyBank Institutional Advisors is the brand name under which KeyBank National Association (KeyBank) offers investment management and fiduciary services to institutional clients.

KeyBank National Association is the Trustee of the KeyBank Multiple Investment Trust (the "MIT") for Employee Benefit Trusts and the KeyBank EB MaGIC® Fund. The KeyBank EB MaGIC® Fund is sub advised by Mellon Investment Corporation. Advisor receives a fee for their services. An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although the money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.

Banking and trust products are offered by KeyBank. All credit products are subject to collateral and/or credit approval, terms, conditions, and availability and subject to change.

When considering gift planning strategies, the donor should always consult with the donor's own legal, tax and financial advisors. KeyBank does not give legal advice.

Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss.

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

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