KeyCorp announced that Robert Weiss has joined the company as Head of Key Family Wealth, where he will work across the enterprise to grow the ultra-high net worth client segment. And he is based in New York City and reports to Key Wealth President Joe Skarda.
Weiss brings over 20 years of senior leadership experience in wealth management. He joined Key from First Republic, now part of J.P. Morgan Wealth Management, where as Regional Business Leader across New York, New Jersey, and Connecticut, he was responsible for overall growth, product strategy, and business development planning.
Before First Republic, Weiss was at SunTrust, establishing and leading the Northeast Private Wealth Division. And he also held leadership positions at Alliance Bernstein. He was Global Head of Advice Lab for J.P. Morgan, where he led a team of wealth management subject matter experts to create and deliver intellectual capital to clients.
Weiss had earned an MBA in Finance from the State University of New York, Buffalo. He holds FINRA licenses Series 7, 9, 10, 24, and 63, an insurance license, and is a CFA charterholder.
KEY QUOTES:
“Robert is a proven leader in the wealth management industry. He brings a high level of expertise, values and client dedication aligned with our approach and overall strategy. I am confident he will deliver value for our business, clients and teams.”
– Joe Skarda
“I am pleased to join Key Wealth at a time of tremendous growth. The industry-leading capabilities that Joe Skarda and his team have developed are a clear differentiator for Key, and I’m excited to share these impressive offerings with advisors and the families they support.”
– Robert Weiss
