Joe Calabrese

Chief Operating Officer at Key Wealth Management

Joe Calabrese is the Chief Operating Officer at Key Wealth Management and Co-CEO/President of Key Investment Services LLC. With a strong background in financial planning, investment management, and client services, they previously served as President of Harris myCFO and Chief Executive Officer at Geller Family Office Services LLC, where they drove significant growth and client engagement. Joe also held pivotal roles at Key Private Bank and Harris Private Bank, focusing on developing tailored financial solutions for affluent clients. A graduate of McGill University with a Bachelor of Commerce in Economics and Finance, Joe is also passionate about woodworking, which reflects their belief in the value of precision and patience in both business and personal pursuits.

Location

New York, United States

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