Jacob Kantor is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds the Series 66 and Series 63 licenses. His prior work experience includes roles at KeyBank, MML Investors Services LLC, MassMutual Life Insurance Company, and New York Life Insurance Co. 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. The firm utilizes a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Joseph Mitchell is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Key Investment Services since 2012 and previously spent six years with HSBC Securities (USA) Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model for portfolio design and implementation, integrating services from its affiliates KeyBank and KeyBanc Capital Markets.