Chief Operating Officer At Key Wealth Management
Current
Feb 2021 - Present
AeroLeads people directory · profile
Joe Calabrese Email & Phone Number
Chief Operating Officer, Key Wealth Management & Co-CEO/President, Key Investment Services LLC
at
KeyBank
2 work emails found
@keybank.com
7 phones found area 617, 312, 480, and 888
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Operating Officer, Key Wealth Management & Co-CEO/President, Key Investment Services LLC
Location
New York, United States
Who is Joe Calabrese? Overview
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Quick answer
Joe Calabrese is listed as Chief Operating Officer, Key Wealth Management & Co-CEO/President, Key Investment Services LLC at KeyBank, based in New York, United States. AeroLeads shows a work email signal at keybank.com, phone signal with area code 617, 312, 480, 888, and a matched LinkedIn profile for Joe Calabrese.
Joe Calabrese previously worked as Chief Operating Officer at Key Wealth Management at Keybank and National Head of Investment, Fiduciary and Banking Services at Key Private Bank. Joe Calabrese holds Bachelor Of Commerce (B.Com.), Economics And Finance from Mcgill University.
Company email context
Email format at KeyBank
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{first}.{last}@keybank.com
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AeroLeads found 2 current-domain work email signals for Joe Calabrese. Compare company email patterns before reaching out.
Profile bio
About Joe Calabrese
As Chief Operating Officer, I am responsible for overseeing the development, integrated delivery, and strategic development of a full range of financial planning, investment, fiduciary and banking capabilities for Key’s private and institutional clients.Our client experience is built on three pillars: comprehensive personalized service; an holistic advisory model that reflects the expertise of a broad team of financial experts; and a human touch.I take great pride in hard work and crafting items of value that are designed to endure, both in my professional and personal life. Thirty years ago, I discovered a passion for woodworking and I’ve honed my skills ever since. Like sound wealth management, woodworking is a skill that requires practice, precision and patience. Well designed and executed wealth management strategies will deliver benefits to families that can be enjoyed for many generations ... as enduring as a fine piece of hand- crafted furniture.Specialties: family office services | investments | private wealth management | strategic financial planning | client services
Listed skills include Investment Management, Family Office, Investments, Wealth Management Services, and 21 others.
Current workplace
Joe Calabrese's current company
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6 roles
Joe Calabrese work experience
A career timeline built from the work history available for this profile.
National Head Of Investment, Fiduciary And Banking Services
CurrentAs Executive Vice President at Key Private Bank, I serve as the National Head of Investment, Fiduciary and Banking Services. I am responsible for overseeing the development and integrated delivery of a full range of investment management, trust and banking capabilities for Key’s private and institutional clients.Our client experience is built on three pillars: comprehensive personalized service; a holistic advisory model that reflects the expertise of a broad team of financial experts; and a human touch.
Jun 2019 - Present
National Head Of Investments
Responsible for the development and execution of Key Private Bank’s private client and institutional investment strategies for affluent individuals, families, business owners and institutions.Oversaw investment solutions delivered by hundreds of wealth advisors across the United States, offering highly tailored services through:● Comprehensive and independent research● Holistic investment advice● Client service and attention to detail
May 2016 - Jun 2019
Chief Executive Officer
Geller Family Office Services Llc
Accountable for strategy, growth and profitability at the registered investment adviser and multi-family office serving individuals and families and their closely held private, public and nonprofit businesses.● Increased revenue, profitability and assets over two-year period (Top 10 best growth rate in country per Bloomberg 2015 rankings)● Implemented relationship planning process to improve comprehensive team-based planning aimed at identifying client service, advisory and sales opportunities● Created a client life cycle process and related service standards to ensure high level and quality of interactions with clients through all stages of the relationship
Sep 2013 - Dec 2015
President
Harris Mycfo
Led Harris myCFO to become a top-ranking multi-family office in the United States with over 140 professionals in six offices nationwide.Led the firm through significant change management efforts including:● Redesign of the firm’s brand and vision● Integration of legacy business with RIA business● Development of open architecture platform● Leveraging of internal referral channels and implementation of sales management disciplines
Sep 2006 - Apr 2013
Senior Vice President
Harris Private Bank
Responsible for developing and implementing the business strategy for the Private Wealth Group acrossall lines of business including investment management, estate and trust services and banking.
Nov 2002 - Sep 2006
1 education record
Joe Calabrese education
-
Mcgill University
FAQ
Frequently asked questions about Joe Calabrese
Quick answers generated from the profile data available on this page.
What company does Joe Calabrese work for?
Joe Calabrese works for KeyBank.
What is Joe Calabrese's role at KeyBank?
Joe Calabrese is listed as Chief Operating Officer, Key Wealth Management & Co-CEO/President, Key Investment Services LLC at KeyBank.
What is Joe Calabrese's email address?
AeroLeads has found 2 work email signals at @keybank.com for Joe Calabrese at KeyBank.
What is Joe Calabrese's phone number?
AeroLeads has found 7 phone signal(s) with area code 617, 312, 480, 888 for Joe Calabrese at KeyBank.
Where is Joe Calabrese based?
Joe Calabrese is based in New York, United States while working with KeyBank.
What companies has Joe Calabrese worked for?
Joe Calabrese has worked for Keybank, Key Private Bank, Geller Family Office Services Llc, Harris Mycfo, and Harris Private Bank.
How can I contact Joe Calabrese?
You can use AeroLeads to view verified contact signals for Joe Calabrese at KeyBank, including work email, phone, and LinkedIn data when available.
What schools did Joe Calabrese attend?
Joe Calabrese holds Bachelor Of Commerce (B.Com.), Economics And Finance from Mcgill University.
What skills is Joe Calabrese known for?
Joe Calabrese is listed with skills including Investment Management, Family Office, Investments, Wealth Management Services, Business Strategy, Entrepreneurship, Strategic Financial Planning, and Philanthropy.
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