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Key Private Bank: Building Relationships with Philanthropic Families
“We’re proud of our relationship with philanthropic families. Just as SVP works alongside nonprofits to strengthen their respective communities, Key Private Bank serves as an advisor to the high net worth community providing comprehensive financial solutions, including helping those with charitable intent,” says David R Lofland, Jr., Senior Vice President and Manager Key Private Bank, Oregon.
David L
ofland, just one of the strong team at Key Private Bank in Portland.
“We’re proud of our relationship with philanthropic families. Just as SVP works alongside nonprofits to strengthen their respective communities, Key Private Bank serves as an advisor to the high net worth community providing comprehensive financial solutions, including helping those with charitable intent,” says David R Lofland, Jr., Senior Vice President and Manager Key Private Bank, Oregon.
Key Private Bank delivers sophisticated, integrated wealth strategies to individuals and nonprofit organizations with a highly personalized approach. "Each of our 22 Key Private Bank offices across the nation has a similar client service structure to the team I lead in Portland. Clients are surrounded by a team of professionals - which includes a Wealth Advisor, Portfolio Manager, Trust Officer, Credit Advisor, and a CERTIFIED FINANCIAL PLANNER(TM) - all working together, in the same office, for our client's benefit,” David continues. "We are excited to serve as a sponsor to SVP, and look forward to a longstanding relationship."
