Key Private Bank, a leading provider of wealth management solutions and advice for high-net worth and ultra-high-net worth clients announces several new hires and promotions within its New England team of wealth managers serving clients in New England. Recently recognized by Family Wealth Report as the 2021 Best US Regional Private Bank, Key Private Bank is committed to delivering highly customized, best-in-class wealth management and financial planning solutions with exceptional client service.
“New England is a critical market for Key Private Bank, and we are continuing to hire and invest in talent,” said Key Private Bank Market Leader Tony DiSotto. “The client experience is paramount to all that we do and the caliber of the team of professionals that we have been able to attract is driving our best-in-class approach to serving the region’s most affluent business owners and entrepreneurs and their families.”
The following financial professionals have either joined or been promoted to new positions at Key Private Bank:
Jason Myers, SVP, Wealth Advisor. Jason is responsible for the coordination of financial planning, investment management, tailored lending, fiduciary services, and private banking for clients throughout Maine and Vermont. Prior to Key, he was a founding partner for New York based KX3 Capital, a private equity investment partnership and managing director for the Armory Group, a middle market credit hedge fund. Previously, Jason was the founder and chief investment officer of the Aria Mutual Fund Company and family office affiliate, Context Asset Management. Even earlier, he was the Director of investment research at Newport Capital Advisers, a Boston investment consulting firm for college endowments, foundations, and families as well as Co-Portfolio Manager for Victory Road, a global equity hedge fund. Jason received his graduate degree in Management, Finance and Control from Harvard University. Jason and his family live in Yarmouth, ME. He is a member of the Yarmouth Lions Club and a volunteer coach for Yarmouth youth sports.
Suzanne Rende, CTFA, SVP, Senior Fiduciary Strategist. Suzanne offers clients a holistic approach to financial planning needs with a focus on estate planning. She has over 20 years of experience working with high net worth individuals, corporations, and non-profits. Suzanne returns to Key Private Bank after spending the last five years at Peoples United Bank. As part of a team approach, Suzanne is responsible for complex trusts and estates. She engages high net worth clients and their advisors to develop and implement structures to increase, preserve and transfer their wealth. Suzanne completed Cannon Financial Institute’s Trust Schools and obtained her Certified Trust and Fiduciary Advisor (CTFA) designation in 2013. She earned her B.S. in Behavioral Science from the University of Maine. She is an executive committee member with Maine Estate Planning Council and an avid volunteer with Salvation Army. Suzanne also serves as Treasurer for the South Portland High School Football Boosters.
N. Curtis Jordan, CFA®, SVP, Senior Client Experience Manager. In his role of Senior Client Experience Manager, Curtis focuses on ensuring his clients’ wealth management plans are carried through to meet their unique financial objectives and grow and preserve wealth. Partnering closely with the relationship management team, Curtis coordinates the implementation of wealth management strategies and ensures clients have the tools and information to keep track of their financial situation and make informed decisions. Curtis has over 15 years of experience at Key Private Bank, first joining the bank in 2006 as a Portfolio Manager. He is a graduate of Clemson University, with a B.S. in Financial Management and earned his Master of Science in Investment Management (MSIM) from Boston University. Curtis also holds the CFA® designation from the CFA Institute and the CTFA designation from the American Bankers Association. Curtis resides in Falmouth, Maine with his family and enjoys golfing, fly fishing and canoeing. He volunteers for the Maine State Golf Association and currently services as the board president.
Jodi U. Watson, CFP® VP, Associate Relationship Manager. In her new role as an Associate Relationship Manager, Jodi provides knowledgeable advice that is aligned with her clients’ needs and delivers integrated wealth strategies to help them achieve their goals. Jodi comes to Key Private Bank with 20 years of financial services experience. She returns to Key after three years as a Relationship Manager at People’s United Advisors. Jodi was previously a Licensed Branch Manager for KeyBank for seven years. She began her career with Bank of America and its predecessors where she spent 12 years in a variety of roles, including wealth management, branch management, and credit analysis. Jodi holds a B.A. from Bates College. She also holds the designation of Certified Financial Planner™ (CFP®). Active in the community, Jodi has been a member of the Maine Estate Planning Council and volunteers with the United Way of Cumberland County. She resides with her family in Yarmouth.
Joshua Kezer, VP, Associate Relationship Manager. Josh was recently promoted to Associate Relationship Manager for Key Private Bank, delivering integrated wealth strategies and forward-thinking, objective advice to his clients. Josh joined Key in 2013 as a licensed Branch Manager, working with clients in a consultative capacity focusing on investment management, risk management, consumer and small business credit, and banking. Josh is a graduate of the University of Maine with a Bachelor of Science in Business Administration. He has spent time on his local school board and on the board of his local youth football organization. Josh lives in the Newport area with his wife and two sons.
About Key Private Bank
Key Private Bank is a leading provider of wealth management solutions and advice for high-net worth and ultra-high-net-worth clients, including wealth advisory, investment management, trust administration, customized credit, family office and private banking services. Key’s wealth management platform combines the market insights of local advisors with a national team of wealth and investment strategists to deliver proactive and personalized advice and expertise to clients. Advisors also leverage partnerships with Key’s business banking and capital markets teams to build wealth plans tailored to meet each client’s specific need. Key Private Bank's wealth management platform is delivered across KeyBank’s 15 state footprint. Key Private Bank has $ 52.7 billion in AUA and $45.2 billion in AUM at March 31, 2021.