Key Private Bank's Wealth Arm Builds Out Western Presence

Editorial Staff

2 December 2019

Cleveland, Ohio-based Key Family Wealth, the multi-family office division of Key Private Bank, has expanded its team with the addition of Doug Haack, Jennie Tyndall, and Brecken Diller to create a greater presence serving the most complex ultra-high net worth families in the West region.

The team is based in Key Private Bank’s Seattle, Washington office and will report to Doug Banbury, managing director and head of Key Family Wealth Client Strategy and Investments.

“Our new Seattle office represents a significant commitment by KeyBank to better serve our largest and most complex families in the West and Rocky Mountain regions,” Gary Poth, head of Key Family Wealth, said.

Haack joined Key Family Wealth as a family wealth strategist. He serves as the primary point of contact for all new UHNW referrals in the West region and will work with KeyBank’s institutional and commercial banking partners to identify, develop, and lead family relationships across the market.

Haack has more than 20 years of experience serving UHNW individuals and families. Previously, he served as the chief client relationship officer at Cornerstone Advisors in Bellevue, Washington. Haack earned a master of business administration degree at the City University of Seattle and a bachelor of science degree in marine engineering from the US Naval Academy.

Tyndall was appointed to the role of family wealth investment consultant. She is responsible for providing consultative and holistic investment expertise to UHNW clients and multigenerational families, integrating Key Private Bank’s investment philosophy and expanding the breadth of investment strategies available to clients. Previously, Tyndall served as director of portfolio management and communications for Threshold Group advising UHNW families in the development of investment strategies designed to achieve their investment goals and aspirations. She has more than 25 years of investment and portfolio management experience. Tyndall earned her BA in business administration from the University of Washington.

Diller, who has been named family office director, is a Certified Financial PlannerTM professional and a member of the Washington State Bar Association with more than 15 years of experience in estate, tax and financial planning. Previously, he served as a private client manager at US Trust. Diller earned his master of laws in taxation and juris doctor degrees from Seattle University School of Law. He also holds a bachelor of arts degree from the University of New Hampshire.