Gary W Poth

Founder and creator of KeyBank’s national Ultra High Net Worth (UHNW) business branded as Key Family Wealth. Tasked with leading KeyBank’s national UHNW business, I led the efforts to build the division from the ground up. Despite a competitive market, I developed and implemented a bespoke service offering for middle-market business owners, resulting in a remarkable growth in AUM. The business consists of a dedicated team of advisors across 4 regions (West, Rockies, Central, and East) and is uniquely designed to serve owners of privately held companies. • Recognized as the “Best Multi Family Office” in the country in 2021, 2022, and 2023 by the Private Asset Management group. • Created a national brand by focusing on middle-market business owners ready to transition business ownership. • Recruited, hired, and mentored a team of top talent advisors and industry high performers

Managed 8 Senior Vice Presidents, with a team of 120 people responsible for all wealth management products and services in KeyBank’s largest markets including Cleveland, Akron, and Columbus. • Grew IM&T sales revenue by 30% through sales productivity efforts. • Developed and implemented new client experience standards and processes, improving client retention from 90% to 95%.

Recruited to create and execute business strategies selling Investment Management, Trust, and Banking products. Led an organization of 80 people including 6 Senior Vice Presidents. Responsible for business planning, product and platform development, sales model development, financial planning process, sales reporting, as well as incentive compensation. • Delivered a 100% increase in recurring IM&T sales. • Established a partnership with the Retail bank to create a sales pipeline. • Raised overall sales productivity by 20% by upskilling talent, driving accountability, and introducing an innovative incentive compensation plan.

Executive VP, National Head of Strategy and Sales, Private Client Group | 01/2008 to 06/2009 Led all sales initiatives and strategies for Investment Management, Trust, and Banking products. Managed a team of 100 advisors for the Trust Operations, Insurance, Financial Planning, and Strategy groups. Responsible for all strategic and business planning as well as the financial planning, insurance, and Delaware Trust operations. • Increased Investment Management and Trust sales by 25% over 2 years by upskilling talent, increasing penetration in key markets, and partnering with the Retail bank for new sales leads. • Exited National City Bank when it was acquired by PNC in early 2009.

Supported National City Bank's Wealth Management and Asset Management businesses. Member of the executive management team. Led a team of 8 Analysts, responsible for planning, budgeting, and various cost and revenue initiatives. • Introduced balanced scorecards for each business unit, tracking leading indicators against strategic objectives including revenue, AUM growth, etc.