People Moves
Former Geller & Co Family Office Executive Joins Key Private Bank
.jpg)
Joe Calabrese, who previously ran the family office services group at Geller & Co, has taken on a newly-created role at Key Private Bank.
Former Geller & Co executive Joe Calabrese has today joined Key Private Bank as national head of investments - a new role at the firm.
Calabrese most recently served as president and chief executive of Geller Family Office Services, the New York-based RIA and multi-family office. He took on the role in September 2013, joining from Harris myCFO, the multi-family office unit of BMO Private Bank. He left in December 2015.
Based in New York City, Calabrese is now responsible for the development and execution of Key’s private client and institutional investment strategy for wealthy individuals, families, business owners and institutions. He will report to Terry Jenkins, president at the firm.
Geller & Co's Hayden Horowitz now serves as chief operating officer of Geller Family Office Services, overseeing the business with the rest of the team, alongside his other role as head of real estate solutions.
Key Private Bank has around 300 wealth management advisors in 44 offices across the US. The firm currently has $34.1 billion in assets under management and $35 billion in assets under administration.