Kyle Ray De Santis is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank and has experience in various roles across multiple industries. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers a multi-provider model with discretionary and non-discretionary portfolio management, leveraging affiliated KeyCorp resources and third-party managers.

Jared Kean is a financial advisor with Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at Equitable Advisors LLC and KeyBank and has experience outside finance with organizations including Dedicated Nursing Associates, Inc. and Franklin Regional School District. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform with discretionary and non-discretionary investment models and integrates services with KeyCorp affiliates.

Lindsay Bowman is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds a Series 66 designation and has been affiliated with Key Private Bank since 2005. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates for due diligence and investment banking capabilities.

Steven Lee is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services, KeyBank, and The Huntington Investment Company. Key Investment Services LLC is an SEC-registered investment adviser that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap-fee programs and uses a multi-provider platform, integrating portfolio management, model-based advisory products, and services from affiliated KeyCorp entities.

Jordan Hamilton is a financial advisor at Key Investment Services LLC in Syracuse, NY, with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citizens Bank, Verizon, Best Buy, and Onondaga Community College. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model combining discretionary and non-discretionary portfolio management, with integration of services from KeyCorp affiliates.

Turkessa Amoah is a financial advisor with Key Investment Services LLC holding a Series 66 designation and 12 years of industry experience. Her career includes roles at KeyBank, Equitable Advisors, TIAA-CREF, and Edward Jones. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model to deliver its services, integrating offerings from KeyCorp affiliates and emphasizing non-discretionary asset management and percentage-of-AUM wrap fees.

Donald Moran is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes positions at LPL Financial, HSBC Securities (USA) Inc., and Northwestern Mutual Investment Management. Moran has been with Key Investment Services since 2016. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm employs a multi-provider model with discretionary and non-discretionary management options, integrating services from affiliated entities including KeyBank and KeyBanc Capital Markets.

Andrew Lewis is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Key Investment Services since 2005 and previously held positions at KeyBanc Capital Markets and Merrill. Outside of his advisory role, Lewis serves as an assistant tennis coach at Grace College and is president of the Warsaw Community Tennis Association. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap-fee programs supported by a multi-provider platform and emphasizes non-discretionary model portfolios with integration of KeyCorp affiliates for expanded services.

Anthony Grande is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He has held roles within KeyBank and its affiliates since 1997. Grande holds the Series 66 designation. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm offers model-based portfolio management through a multi-provider platform, integrating services from affiliated entities including KeyBank and KeyBanc Capital Markets.

Allen Judkins is a financial advisor with Key Investment Services LLC and holds the Series 66 designation. He has one year of industry experience and has previously worked at Bank of America, Merrill, and Citizens Bank, among other employers. Judkins has also been involved in a pet supplies business, ZR&J Enterprises. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model focusing largely on non-discretionary management and offers various wrap programs supported by KeyCorp affiliates.

Anna Krisselda Mc Coy is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds the Series 66 designation and previously worked at ATRAM Trust Corporation and BDO Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and offers various wrap programs alongside custodial, trade execution, and ancillary insurance services.

Yuliya Hemerlein is a financial advisor at Key Investment Services LLC with five years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model to design and implement strategist portfolios, offering a range of wrap-fee programs combined with custodial, trade execution, and ancillary insurance services.

Vincent Miles is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Private Bank since 2016 before joining Key Investment Services in 2023. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model and is integrated with KeyCorp affiliates, offering custodial and trade execution services along with ancillary insurance products.

Charlene Stearns is a Series 66-registered advisor with Key Investment Services LLC, where she has worked since 2006. She has 33 years of industry experience, including prior roles at Banc of America Investment Services and Quick & Reilly. Outside of her advisory work, she is involved in real estate as a sales agent and co-owns a local flower business. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model offering portfolio management and model-based advisory services with an emphasis on non-discretionary management and integration with KeyCorp affiliates.

Michael Agricola is a Series 66-credentialed financial advisor at Key Investment Services LLC with 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Fifth Third Bank, Fifth Third Securities, Inc., and UBS Financial Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and employs a multi-provider model combining discretionary implementation and third-party portfolio management, with integration across KeyCorp affiliates.

Lisa Irwin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Key Investment Services since 2016 and previously worked at LPL Financial from 2014 to 2016. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary implementation and non-discretionary client selections, and it integrates services from KeyCorp affiliates including banking and capital markets.

Melissa Budak is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. She previously worked at KeyBank and has been with Key Investment Services in various capacities since 2015. Budak volunteers with Junior Achievement, teaching K-12 students about work readiness, entrepreneurship, and financial literacy. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Michael Rochelle is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within KeyBank and Key Investment Services since 2001. Outside of his advisory role, he serves as Co-Chair and Finance Director for the annual charitable event Christmas in Swanton. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm employs a multi-provider model combining discretionary implementation from Envestnet with portfolio design from its Chief Investment Office and third-party managers, serving primarily non-discretionary clients through a range of wrap-fee programs.

Lu Ann Fogg is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and accumulating 25 years of industry experience. She has been with Key Investment Services and its affiliates since 2016, and prior to that, worked at KeyBanc Capital Markets Inc. from 2003 to 2006. Outside of her advisory role, she holds a minority ownership interest in a real estate partnership inherited from her father. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a broad network of financial professionals. The firm uses a multi-provider platform for discretionary implementation and offers multiple wrap programs, integrating with KeyCorp affiliates to deliver additional investment banking and municipal advisory services.

Andrew Roberts is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Banc Of America Investment Services, Inc. and KeyBank. He has been with Key Investment Services LLC since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment and advisory services, with a focus on predominantly non-discretionary management within wrap-fee programs.