Gregory Dienna

About Gregory Dienna

I lead investment management strategy, service, and sales for the East Coast region of Key Family Wealth, the $20 billion AUM family office of Key Private Bank. Our clients are complex families with $25mm or more in liquid assets.My primary responsibilities are to oversee strategic asset allocation and traditional and alternative manager selection for $2 billion in assets under management for 20 families. As the first dedicated investment professional hired in 2016, I helped to build our ultra-high net worth investment management solutions and services that include the following:• Full complement of third-party investment offerings across equity, fixed income, and alternative strategies• Hired an industry-leading consultant to assist on manager due diligence• Contracted with a top firm to provide aggregate performance reporting• Advised on product development including a concentrated tactical equity strategy and structured note offerings• Represent Family Wealth on the Key Private Asset Allocation Committee that’s responsible for strategic and tactical allocations for the $50 billion AUM Key Private Bank platform• Mentor younger associates as well as experienced professionals across Key Private BankFinally, as a CFA Charterholder, I\'m passionate about improving ethical behavior in the financial services industry. I’ve lectured around the world at conferences, business schools, and investment management firms about ways to improve the ethics in our industry, how to identify and manage difficult ethical situations in the workplace, and understanding why “good” people do unethical things. Our clients deserve objective and independent advice from an advisor that has their best interests in mind, and our profession would also benefit greatly from improved ethical behaviors, alignment, and transparency.

Experience

1. Senior Vice President - Key Family Wealth Investments

   KeyBank

   Sep 2016 — Present · Charlotte, NC, US

   I oversee strategy, sales, service, and platform development for Key Family Wealth, the family office of Key Private Bank, with approximately $20 billion under management.

Education

• Alfred Lerner College of Business & Economics at University of Delaware

  BS, Finance and Marketing

  1987 — 1991

Skills

• Asset Management
• Portfolio Management
• Equities
• Asset Managment
• Insurance
• Corporate Finance
• Alternative Investments
• Private Equity
• Strategic Financial Planning
• Wealth Management
• Investments
• Investment Advisory
• Asset Allocation
• Credit
• Estate Planning
• Due Diligence
• Hedge Funds