Key Private Bank names former chief of family office head of investments

The former chief executive of a multi-family office has joined Key Private Bank as the head of Investments.

Joe Calabrese, once commander of Geller Family Office Services, will lead the development of investment management services for the private bank, the Cleveland-based institution announced this week.

In this newly created role, Calabrese will develop and execute Key's private client and institutional investment strategy, which includes investment management services for affluent individuals, families, business owners and institutions.

The new role was created to expand and further develop the private bank's client offering, Terry Jenkins, president of Key Private Bank, said in an email.

242554042 (1).jpg

Calabrese served as chief executive officer of Geller Family Office Services from September 2013 to December 2015, according to his LinkedIn profile. Prior to that, he was president of Harris myCFO for almost seven years.

"As the wealth management business continues to evolve and more clients seek out holistic advice, Joe's deep experience across the wealth spectrum will ensure Key Private Bank is at the leading edge, providing top-quality, personalized investment solutions," Jenkins said.

Key Private Bank employs nearly 30 wealth advisers located in 44 offices in 13 states across the United States. It currently has $34.1 billion in assets under management.

For reprint and licensing requests for this article, click here.
Banking Wealth management KeyCorp
MORE FROM FINANCIAL PLANNING