CLEVELAND, Jan. 6, 2025
/PRNewswire/ -- KeyCorp (NYSE: KEY) announced that
Robert Weiss has joined the company
as Head of Key Family Wealth where he will collaborate across the
enterprise to grow the ultra-high net worth client segment. He is
based in New York City and reports
to Key Wealth President Joe
Skarda.
"Robert is a proven leader in the wealth management industry,"
said Skarda. "He brings a high level of expertise, values and
client dedication aligned with our approach and overall strategy. I
am confident he will deliver value for our business, clients and
teams."
"I am pleased to join Key Wealth at a time of tremendous
growth," said Weiss. "The industry-leading capabilities that
Joe Skarda and his team have
developed are a clear differentiator for Key, and I'm excited to
share these impressive offerings with advisors and the families
they support."
Weiss brings to his role more than 20 years of senior leadership
experience in wealth management. He joins Key from First Republic,
now part of J.P. Morgan Wealth Management, where as Regional
Business Leader across New York,
New Jersey and Connecticut, he was responsible for overall
growth, product strategy and business development planning.
Prior to First Republic, Weiss was at SunTrust where he
established and led the Northeast Private Wealth Division. He also
held leadership positions at Alliance Bernstein and was Global Head
of Advice Lab for J.P. Morgan, where he led a team of wealth
management subject matter experts to create and deliver
intellectual capital to clients. Weiss earned an MBA in Finance
from the State University of New York,
Buffalo. He holds FINRA licenses Series 7, 9, 10, 24 and 63,
an insurance license and is a CFA®
charterholder.
About Key Family Wealth
Key Family Wealth the multi-family office division of Key Private
Bank, is one of the largest and oldest multi-family offices in the
country managing approximately $23Bn
in AUM. Key Family Wealth develops and implements impactful
investment, tax, and estate strategies to help ultra-high net worth
families grow, retain, and protect wealth across generations.
Clients receive a dedicated team of advisors with expertise in
investments, tax, philanthropic, credit and estate planning who are
focused on delivering world class client experience.
About KeyCorp
KeyCorp's roots trace back nearly 200 years to Albany, New York. Headquartered in
Cleveland, Ohio, Key is one of the
nation's largest bank-based financial services companies, with
assets of approximately $190 billion
at September 30, 2024. Key provides
deposit, lending, cash management, and investment services to
individuals and businesses in 15 states under the name KeyBank
National Association through a network of approximately 1,000
branches and approximately 1,200 ATMs. Key also provides a broad
range of sophisticated corporate and investment banking products,
such as merger and acquisition advice, public and private debt and
equity, syndications and derivatives to middle market companies in
selected industries throughout the United
States under the KeyBanc Capital Markets trade name. For
more information, visit https://www.key.com/. KeyBank is
Member FDIC.
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SOURCE KeyCorp
