Brian Pietrangelo, MBA, CIMA®, AIF®, is Senior Vice President, Managing Director of Investment Strategy at Key Private Bank. He leads the effort responsible for enhancing the communication and effectiveness of investment strategies, guidance and solutions tailored to our clients' unique needs. He works directly with our Chief Investment Officer to support sound investment strategies for private and institutional clients and the delivery of solid risk-adjusted investment performance. Brian is a member of Key Private Bank's Investment Strategy and Oversight Committee, Asset Allocation committee and Portfolio Strategy Committee.
He has more than 25 years of experience in areas of leadership, investment strategy, investment research/manager due diligence, client relationship management, asset management and product development. Brian joined Key Private Bank in 2021 and his prior tenure included serving clients and the business for Charles Schwab, Merrill Lynch and Willis Towers Watson.
Brian earned his bachelor's degree in Finance from Miami University (Ohio) and his MBA from the University of Dayton. He also attended the University of Chicago Booth School of Business Executive Education program and holds both Accredited Investment Fiduciary (AIF®) and Certified Investment Management Analyst (CIMA®) designations as well as previously having the FINRA Series 7 license.