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Updated: June 29, 2021

KeyBank beefs up New England wealth management team

Key Bank headshots of five people on wealth management team Courtesy / KeyBank Key Private Bank added five people to its New England wealth management team, bringing the total to 21. New team members include (top row from left) Jason Myers, Suzanne Rende and N. Curtis Jordan; and (bottom row from left) Jodi U. Watson and Joshua Kezer.

Key Private Bank, part of Cleveland-based KeyBank (NYSE: KEY) which has a large presence in Maine, on Monday announced five additions to its New England wealth management team.

That brings the total to 21 staff based in Portland serving clients in Maine and Vermont.

New team members include three new hires, two of whom have previously worked at Key Private Bank, and two employees who were promoted. Key Private Bank said the additions add resources to serve affluent clients in the two states.

“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 in a news release. “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.”

Asked about his organization's recruitment strategies, DiSotto pointed to "consistently making connections in the market."

"One item of note, however, are the internal promotions where we are constantly working to develop talent internally as well as acquire talent eternally," he told Mainebiz.

The new hires include Jason Myers, senior vice president and wealth advisor; Suzanne Rende, senior fiduciary strategist; N. Curtis Jordan, senior vice president and senior client experience manager; Jodi U. Watson, vice president and associate relationship manager; and Joshua Kezer, vice president and associate relationship manager.

DiSotto said while the new additions and promotions accomplish the majority of the organization's hiring plans for the foreseeable future, it is looking to fill one more position as a senior relationship manager that will also be based in Portland.

Asked how Key Private Bank aims to set itself apart in the Maine and New England markets, he said, "Our enhanced digital capabilities paired with an integrated wealth management service model gives our clients an edge on achieving their goals so they can focus on their families and passions."

As of March 31, Key Private Bank had $52.7 billion in assets under administration and $45.2 billion in assets under management; the bank did not provide a breakdown for the New England region.

Among Maine-based registered investment advisors, H.M. Payson topped a Mainebiz ranking published in February with $5.1 billion in assets under management by Maine offices.

H.M. Payson was followed by R.M. Davis Inc. ($5.0 billion), Vigilant Capital Management ($1.1 billion), HeadInvest ($781.9 million) and Great Diamond Partners ($570.0 million).

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