Robert Weiss, CFA®, is the Head of Key Family Wealth at KeyBank, where they lead a team dedicated to ensuring high satisfaction for ultra-high-net-worth clients and advisors. Their previous experience includes substantial leadership roles at J.P. Morgan, SunTrust, and AllianceBernstein, where they focused on growing private wealth management businesses and improving client experiences. Weiss is recognized for their expertise in wealth management, sales strategies, and team development, and they aim to drive new business through innovative approaches. They transitioned to KeyBank in 2024 after a successful career that included leading wealth management initiatives across multiple prestigious financial institutions.
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