KeyBank, NA (Investment Management)

KeyBank, NA (Investment Management)

KeyBank, NA (Investment Management)

Overview
Date Founded

1849

Headquarters

127 Public Square,Cleveland, OH 44114-1217

Type of Company

Private

Industries

Investment Services & Portfolio Management

Company Description

Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. They follow four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives. They will then codify their understanding in an IPS which usually involves multiple interactions with the client. Once the IPS has been finalized, Key Private Bank will provide a detailed action plan explaining the various investment options and strategies. After the implementation, they will continuously monitor each client’s portfolio. In formulating their asset allocation and investment strategy, they believe it is important to assess three broad cycles: the economic cycle; the valuation cycle; and the investor psychology cycle.

Contact Data
Trying to get in touch with decision makers at KeyBank, NA (Investment Management)? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Executives & Employees

President

Chief Investment Officer

Professional

Head of Family Wealth

National Head of Investments

Vice President & Portfolio Manager

Vice President & Portfolio Manager

Senior Trust Officer & Senior Vice President

Senior Vice President & Senior Banker

Senior Vice President & Team Leader, Western Pennsylvania Market

Paths to KeyBank, NA (Investment Management)
Potential Connections via
Relationship Science
You
KeyBank, NA (Investment Management)
Recent Transactions
Details Hidden

Chemtrade Logistics Income Fund purchases ASP GT Holding Corp. from American Securities LLC

Details Hidden

Palladin Consumer Retail Partners LLC purchases KT Health LLC

Details Hidden

Swenson Granite Co. LLC purchases Rock of Ages Corporation

Transaction Clients
Investment Advisor

Advised on Chemtrade Logistics Income Fund purchases ASP GT Holding Corp. from American Securities LLC

Investment Advisor

Advised on Chemtrade Logistics Income Fund purchases ASP GT Holding Corp. from American Securities LLC

Investment Advisor

Advised on Audio Communications Network, Inc. purchases Suncom Communications LLC

Non-Profit Donations & Grants
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by KeyBank, NA (Investment Management). The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of KeyBank, NA (Investment Management)'s profile does not indicate a business or promotional relationship of any kind between RelSci and KeyBank, NA (Investment Management).