Your Guides are Experts in This Field.
Every financial path differs, goals shift, opportunities arise. With Key Wealth, 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.
Thomas Jarecki
National Director of Wealth Planning and Advice
Expertise: Wealth planning, behavioral finance, goals-based planning, and FinTech
Tina A. Myers
CFP®, CPA/PFS, MTax, AEP®
Director, Planning & Advice Center
Key Wealth Institute Editorial Chair
Expertise: Financial planning, tax planning and strategy, trust and estate planning, philanthropy
George Mateyo
Chief Investment Officer
Expertise: Asset allocation, traditional & alternative investment strategies, portfolio construction, governance and investment counseling
Brian Pietrangelo
Managing Director of Investment Strategy
Expertise: Investment strategy, asset allocation, investment research/manager due diligence, client relationship management, leadership, asset management and investment consulting
Nancy Anderson
CFP®
Regional Planning Strategist
Expertise: Retirement planning, personal wealth finance, financial planning
Susan Blankenship
Senior Fiduciary Strategist, Senior Vice President Key Private Bank
Expertise: Estate planning, business succession, probate, commercial, and tax
Daniel E. Fiedler
CFA
Senior Portfolio Manager
Expertise: Asset allocation, investment management, portfolio construction, security analysis
Daryl Gordon
Regional Director of Trust
Expertise: Trust and estate planning, wealth management, planned giving, financial policy / legislation
Paul B. Kieffer
CFP®, CPA, PFS, CLU
Senior Client Experience Manager
Expertise: High-net-worth financial planning, business succession, planned giving, trust and estate planning, risk management
Gretchen Miller
MBA, CFP®, CDFA®
Senior Vice President, Private Bank Relationship Manager
Expertise: Wealth management, retirement planning, income tax planning and strategies, charitable and planned giving
Renee Porter-Medley
CFP©
Regional Planning Strategist
Expertise: Financial planning, trust and estate planning, planned / charitable giving
Joel T. Redmond
CFA, FMVA, ABV, CM&AA, CFP®, EA
Senior Director, Family Wealth Consulting, National Practice Lead, Enterprise Scenario Analysis
Expertise: Business transition planning, financial analysis, wealth planning
Ken F. Senvisky
National Director Institutional Investment Solutions
Expertise: Tribal Nations, pensions, public and private sector, healthcare, higher education, nonprofit, special needs pooled trusts, Taft-Hartley
Rajeev Sharma
Managing Director of Fixed Income
KeyBank Investment Center
Expertise: Taxable and tax-exempt fixed income investments, trust funds, institutional model strategies
Joe Stone
Regional Director of Investment and Investment Consultant Key Family Wealth
Expertise: Asset allocation, alternative Investments and the intersection of investments and behavior finance
Jim Thomas
Head of Banking – Senior Banking Advisors
Expertise: Strategic use of credit, complex credit structuring
Joe Velkos
Tax Director
Expertise: High-net-worth planning, tax planning, strategy and compliance
Kalimah Z. White
Senior Consulting Director and Delaware Trust Strategist
Expertise: Estate and trust planning, tax strategy, business consulting and valuations, mergers and acquisitions
Jeff Wortley
National Director of Consulting
Expertise: Investment management services for nonprofits, pensions, corporations, and Tribal governments
George Mateyo
Chief Investment Officer
Expertise: Asset allocation, traditional & alternative investment strategies, portfolio construction, governance and investment counseling
Brian Pietrangelo
Managing Director of Investment Strategy
Expertise: Investment strategy, asset allocation, investment research/manager due diligence, client relationship management, leadership, asset management and investment consulting
Stephen Hoedt
Head of Equities
Expertise: US equities, institutional model strategies, investment research, investment strategy, asset allocation.
Rajeev Sharma
Managing Director of Fixed Income
KeyBank Investment Center
Expertise: Taxable and tax-exempt fixed income investments, trust funds, institutional model strategies
Michael Sroda
Senior Lead Analyst, Equities
Expertise: Equities, Internal Equity Strategies, Tax-Exempt Credit
Cynthia Honcharenko
Senior Fixed Income Portfolio Manager
Expertise: Taxable fixed income investments, common trust funds, structured cash.
Conner Cloetingh
Senior Lead Research Analyst
Expertise: Equity Research, portfolio management, financial modeling, market research
Ather Bajwa
Director Investment Research
Expertise: Alternatives Investments, Fixed Income, Hedge Funds, Real Assets and Private Capital
Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
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).
Investment products and services are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY