KeyCorp has appointed former Frist Republic figure Robert Weiss as head of Key Family Wealth, the business concentrating on ultra-high net worth clients. Gary Poth, who formerly held the position, left last summer.
Weiss is based in New York City and reports to Key Wealth president Joe Skarda .
Joe Skarda
With more than two decades’ experience under his belt, Weiss had been at JP Morgan Wealth Management , where he was regional business leader covering New York, New Jersey and Connecticut.
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 the global head of the advice lab for JP Morgan, where he led a team of wealth management subject matter experts who created and delivered intellectual capital to clients. He holds FINRA licenses Series 7, 9, 10, 24 and 63, an insurance license and is a CFA® charterholder.
Key Family Wealth is the multi-family office division of Key Private Bank. Key's business strategy includes providing trust and investment management, as well as institutional trust and banking services for individuals, families, business owners and institutions across the wealth spectrum. Within the Key Wealth group, Key Private Client is a mass-affluent business ; Key Private Bank is the HNW segment ; Key Family Wealth covers clients with $10 million-plus, and there is the Institutional Advisory business.