Joe Policastro
Private Client Banker | Trusted Advisor for High-Net-Worth Clients | Specializing in Wealth Management, Lending Solutions & Estate Planning Strategies
- Role
- Private Wealth Banker at KeyBank
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Private Wealth Banker
Oct 2025 — Present · Cincinnati, OH, US
As a Private Client Banker at Key Private Bank, I serve as a trusted advisor to high-net-worth individuals, families, and business owners, delivering personalized banking, credit, liquidity, and investment solutions that align with their financial goals. My approach involves developing deep, consultative relationships to understand each client’s complete financial picture in order to provide tailored strategies for growth, preservation, and financial legacy planning.Working closely with Key’s Investment Services, Private Bank, and Relationship Managers, I help clients coordinate lending, deposit, and investment needs through an integrated approach. As in my previous roles, my focus is on guiding clients through every stage of wealth while building lasting partnerships grounded in trust.
Education
University of Cincinnati
BS
Skills
- Coaching
- Strength Training
- Health Education
- Human Performance
- Nutrition
- Weight Training
- Olympic Lifting
- Nutritional Counseling
- Nutrition Education
- Athletic Training
- Personal Training
- Injury Prevention
- Fitness Training
- Corrective Exercise
- Sports
- Wellness
- Sports Nutrition
- Exercise Physiology
- Circuit Training
- Functional Training
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