January 7, 2025 - 12:41
KeyBank's multi-family office business has announced a significant leadership change with the appointment of a former JPMorgan executive to spearhead its family wealth division. This strategic move comes at a time when the unit is experiencing notable growth, reflecting the increasing demand for personalized wealth management services among affluent families.
The new leader brings a wealth of experience and a proven track record in the financial services industry, having previously held senior positions at JPMorgan. Their expertise in managing complex financial portfolios and delivering tailored solutions is expected to enhance KeyBank's offerings, positioning the firm to better serve its clients.
As the family wealth division continues to expand, the focus will be on providing comprehensive financial strategies that address the unique needs of multi-generational families. The leadership change is anticipated to drive innovation and foster deeper relationships with clients, ensuring that KeyBank remains competitive in the evolving landscape of wealth management.