KeyCorp, a leading financial services company, has appointed Robert Weiss as the new Head of Key Family Wealth.
In his role, Weiss will lead the company’s multi-family office division, which oversees approximately $23 billion in assets under management (AUM).
This appointment is expected to strengthen KeyCorp’s position in the ultra-high-net-worth client segment, as Weiss brings over 20 years of senior leadership experience in wealth management.
Weiss, who will report to Joe Skarda, President of Key Wealth, will be responsible for growing Key Family Wealth, collaborating across the enterprise, and enhancing the division’s offerings.
The division provides a comprehensive suite of services, including investment strategies, tax planning, and estate management, to ultra-high-net-worth families, and is considered one of the largest and oldest multi-family offices in the United States.
Based in New York City, Weiss has a wealth of experience from his previous leadership roles. He most recently served as Regional Business Leader at First Republic (now part of J.P. Morgan Wealth Management), where he oversaw operations in New York, New Jersey, and Connecticut.
Prior to this, he played a pivotal role in establishing and leading the Northeast Private Wealth Division at SunTrust, and held leadership positions at Alliance Bernstein and J.P. Morgan.
Weiss holds an MBA in Finance from the State University of New York at Buffalo and is a CFA® charterholder. His extensive experience and deep understanding of wealth management are expected to play a key role in the continued growth and success of Key Family Wealth.
“Robert’s appointment reinforces our commitment to serving the ultra-high-net-worth market and enhancing the wealth management experience for our clients,” said Joe Skarda.
“We are excited to have someone with his expertise and track record of success leading this important business for KeyCorp.”
Weiss’s leadership comes at a time when the wealth management landscape is becoming increasingly competitive.
As one of the most established players in the multi-family office sector, Key Family Wealth is well-positioned to expand its client base and deepen relationships with existing families.
Weiss’s deep expertise in managing high-net-worth clients is seen as a key driver in advancing the division’s objectives.
Key Family Wealth provides clients with personalized wealth management services, covering everything from financial planning to estate and tax strategies. The division’s focus is on helping families protect and grow their wealth across multiple generations.
The appointment of Robert Weiss is expected to bring a new level of strategic vision to Key Family Wealth, helping the firm expand its reach and provide even greater value to clients across the country.
With his leadership, KeyCorp is poised for continued success in the high-net-worth space, potentially attracting even more clients in the coming years.
For more information, visit KeyCorp’s official website or contact their press office.
About KeyCorp
KeyCorp is a major U.S. financial services company, providing a range of financial products and services, including banking, insurance, and investment solutions.
Its wealth management division, Key Family Wealth, is a leader in providing comprehensive strategies for ultra-high-net-worth families, and has built a long-standing reputation for excellence in wealth management.
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