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Pittsburgh Planned Giving Council
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Joseph Smith

KeyBank

 

Member profile details

First name
Joseph
Last name
Smith
Organization
KeyBank
Profile Photo
Professional Bio
Joseph P. Smith
Senior Institutional Advisor
Vice President

Joe delivers advice and services tailored to achieve an institutional clients’ financial goals and support their missions. After an in-depth dialog with the client, he enlists KeyBank resources and expertise to deliver solutions, including fiduciary investment management, trust & custody administration, nonprofit advice, and holistic pension planning. Institutional Advisors serves a variety of clients, including nonprofits, governments, organized labor, Native American tribes, and corporations.
Joe joined KeyBank in 2001 as a Relationship Manager, with 16 years of pension administration and banking experience. He oversaw cash flow management, problem resolution, daily administration, compliance oversight, and client contact for large institutional clients. Those clients included foundations, pension plans, insurance companies, and other corporations. In 2019, he became an Institutional Advisor, consulting with bank partners and their institutional clients and prospects.

Prior to joining KeyBank, he spent 6 years at National City Bank, rising to the position of Relationship Manager/Assistant Vice President. His prior career experiences include performing actuarial administration on defined benefit pension plans and 401(k) recordkeeping for various benefits consulting firms. Joe holds a B.S. in Mathematics from Mount Union College.

Pittsburgh Planned Giving Council
PO Box 14852
Pittsburgh, PA 15234

office@ppgc.net     *     412-206-1447

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