People Moves
Key Private Bank's MFO Arm Adds To Team
The new joiners work in the multi-family office part of the Cleveland, Ohio-headquartered banking group. Two of the individuals are based in New York, and the third is in Connecticut.
Key Family Wealth, the multi-family office division of Key Private Bank, has appointed Lisa Maurer, Nilufar Barak, and John Jezowski to join its team.
They report to Doug Banbury, head of Key Family Wealth’s client development and strategy business.
Maurer will serve as the primary point of contact for all new UNHW opportunities (clients with greater than $25 million in overall net worth) nationally working with KeyBank’s institutional banking partners to identify, develop, and lead family relationships. She is based in KeyBank’s Boston office.
With more than 20 years of experience in serving UHNW clients, Maurer was previously the head of multiple single family offices; she also worked as a senior family office executive at Citi Private Bank and UBS Financial Services in New York City. She is a family office executive advisory board member with The UHNW Institute. Maurer earned her MBA from Suffolk University, and BS in finance from The University of Montana.
Barak will play a prominent role working with regional Key Private Bank and Key Commercial Bank colleagues. She is based in the firm’s New York City office. Barak recently joined from Morgan Stanley, where she served UHNW and HNW families in a variety of capacities during her 15-year tenure. She earned her BA in psychology from New York University.
Jezowski, at Key Private Bank for four years, has been named as a family wealth strategist and is based in the bank’s Hartford, Connecticut office. Previously, Jezowski served as a senior wealth advisor with Key Private Bank. Prior to this, he worked at Webster Private Bank. Jezowski has more than 30 years of combined UHNW experience. He earned his MS in finance from Rensselaer Polytechnic Institute, and his BS in chemistry from Worcester Polytechnic Institute.
Key’s family office had about $23.7 billion in AuM as at the end of September. This news service interviewed the group about its wealth strategy and different segments, here.
