Cleveland-based Key Private Bank has made two new recruitments and one internal move for its multi-family office unit Key Family Wealth, according to Family Wealth Report.
Lisa Maurer, Nilufar Barak, and John Jezowski have joined Key Family Wealth and will report to Head of Client Development and Strategy Doug Banbury. Maurer brings over 20 years of experience in servicing UHNW clients and will be expected to maintain Key Bank’s relationships with institutional banking partners. She was previously executive director for the family office solutions group at UBS since 2019, and prior to that was a director for Citi’s North American family office group. Maurer will operate out of Key’s Boston location.
Meanwhile, Barak joins as family wealth strategist to the Key Private Bank unit, following a 15-year career with Morgan Stanley where she specialized in UHNW and HNW client services, most recently as business development manager in private wealth management. She will be working with Key’s regional private and commercial bank businesses and will be based in the firm’s New York office.
Lastly, Jezowski has made the move from senior wealth advisor at Key Private Bank to family wealth strategist at Key Family Wealth. He has been with Key for four years, joining from Webster Private Bank in August 2020, per his LinkedIn profile. Originally a chemist, Jezowski transitioned to the financial services industry in 2002 and now brings extensive UHNW client services experience to the team. He will be based in Key’s Hartford, CT, office.
Source: https://www.familywealthreport.com/article.php/Key-Private-Bank%27s-MFO-Arm-Adds-To-Team
