Joan Kaye

Joan Kaye, CWS®, has extensive experience in wealth management and investment advisory services, beginning at Morgan Stanley, where Joan served as an active partner and portfolio manager, contributing to the growth of managed accounts to over $700 million. After co-founding Meredith, Martin & Kaye, which became a notable $1.5 billion registered investment advisor, Joan transitioned to UBS Private Bank as Managing Director, leading the establishment of a new portfolio management division. Subsequent roles included serving as Senior Vice President at Bank of America Private Bank and currently as Senior Vice President and Private Banker for Key Private Bank Family Wealth, specializing in Ultra High Net Worth families. Joan holds a Bachelor of Arts degree from Georgetown University.