CLEVELAND, Feb. 9, 2012 /PRNewswire/ -- Key Private Bank, the investment, trust and wealth management arm of KeyCorp (NYSE:KEY), has established Key National Trust Company of Delaware to provide trust services for wealthy clients and prospects seeking asset protection, tax savings and flexibility using Delaware's favorable laws.
Key Private Bank has appointed two industry veterans to launch Key National Trust Company of Delaware. Anne Marie Levin, senior vice president and national Delaware trust specialist, will be responsible for working with attorneys and accountants nationally to assist in managing sophisticated estate and tax planning considerations for high net worth clients. Isabel Pryor, senior vice president and regional trust manager, will focus on the administration of the Delaware Trusts, including exercising sound fiduciary judgment, mitigating risk, and maintaining compliance.
"Building Key Private Bank's capabilities to provide an array of trust services has been a strategic objective for the firm," said Catherine O'Malley Kearney, director of trust administration with Key Private Bank. "With the addition of
Isabel and Anne Marie, we have taken significant steps to expand our presence and offer trust services for business owners, professionals, and other wealthy individuals who can benefit from
Delaware's favorable personal trust laws to save taxes and protect their hard-earned assets from creditors."
Ms. Levin joins Key Private Bank from PNC Bank, where she served as vice president, Delaware trust specialist. Previously, Ms. Levin was a senior estate trust counselor and fiduciary counsel at The Vanguard National Trust Company where she counseled clients who have high net worth and ultra- high net worth clients on sophisticated estate and tax planning options. She was also a trust and estate planning attorney at Blank Rome LLP, a national law firm. Ms. Levin earned her LLM in taxation from Villanova University School of Law, and her JD from Temple University School of Law.
Ms. Pryor joins Key Private Bank from Wells Fargo Bank where she served as vice president and a senior trust & fiduciary specialist. Previously, she was an assistant vice president at Wilmington Trust Company where she focused her work in the firm's ultra-high net worth segment of its family wealth division. Ms. Pryor's professional experience includes delivering, managing, and executing customized and comprehensive strategies for estate, tax, retirement, and investment planning. Ms. Pryor earned her MBA from
Eastern University and a BA in Political Science from the University of Massachusetts. She holds the professional designation as a Certified Trust and Financial Advisor (CTFA).
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV