Key Private Bank, one of the premier private banks for affluent individuals and their families, today announced the expansion of its Hartford-based team with the hiring of Daryl L. Gordon, Fiduciary Strategist, Luciano Verdura, Jr. Senior Relationship Manager, and Carlos Salmon, Wealth Advisor. The additional staff expands resources and wealth management support to clients in northern Connecticut and western Massachusetts.
Daryl L. Gordon is an attorney and wealth management professional with more than 20 years of experience in estate planning, investments and wealth preservation. As a fiduciary strategist, Daryl works as an advisor in a fiduciary capacity to help develop and implement estate plans based on each client’s objective. She joins Key Private Bank from U.S. Trust Bank of America Private Wealth Management, where she served twelve years, most recently as a wealth strategist delivering complex estate planning, financial consulting and tax services with emphasis on asset preservation and tax minimization. Previously, she maintained her own legal practice with concentration in comprehensive estate planning, special needs planning, probate and elder law. In addition, she previously served as a trusts & estates attorney for a variety of Connecticut-based law firms. Ms. Gordon received her J.D. from Quinnipiac University School of Law, Magna Cum Laude, and holds a B.A. in political science from Central Connecticut State University. She is a member of the Hartford Business & Estate Planning Council, as well as a frequent author and speaker on estate, financial, special needs and elder care planning topics.
Luciano Verdura, Jr. joins Key Private Bank as a senior relationship manager, responsible for identifying and prioritizing clients’ financial needs, and leveraging the full complement of Key’s financial capability to provide customer solutions to attain their goals. With eleven years of experience as a private client advisor to high net worth individuals and families, Mr. Verdura has a proven track record of effectively managing multiple facets of his clients’ wealth. Prior to Key, Luciano held similar relationship management and client advisory positions with U.S. Trust, Citizens Bank, Santander Bank, and J.P. Morgan Chase. He began his career as a financial advisor at Waddell & Reed in Hamden. Mr. Verdura earned his bachelor’s degree in business administration with a concentration in management from Southern Connecticut State University. He holds series 6, 7, 63, and 65 professional licenses.
Carlos Salmon joins Key Private Bank from Merrill Lynch Wealth Management in Springfield MA, where he spent five years as a financial advisor to high net worth, ultra-high net worth and institutional clients. He began his career with Merrill Lynch in New York City. Salmon earned his bachelor’s degree from Wake Forest University in Winston-Salem NC, and holds FINRA Series 7 and 66 certifications, Life & Health Insurance license, Certified Private Wealth Advisor® designation, and is currently pursuing a Certified Financial Planner® designation.
Gordon, Verdura and Salmon expand and round out the team of Key Private Bank professionals located in Hartford and New Haven, which also includes:
· Pamela Minish, Portfolio Strategist
· Joyce Wallace, Portfolio Strategist
· Rosalie Gracyk, Fiduciary Strategist
· Donna Milne, Relationship Manager
· Gretchen Miller, Senior Financial Planner
· Brian Sanderson, Trust Associate
· Jesse Bahamundi, Relationship Associate
· Egzon Dauti, Relationship Associate
The team reports to Key Private Bank Sales Leader Frances O’Rourke. “With the addition of Daryl, Luciano, and Carlos we have built a capable and exceptionally talented team of wealth professionals to serve our clients,” said O’Rourke. “Coupled with the full complement of Key’s financial capabilities, our team of trusted advisors is able to deliver highly customized solutions to help our clients attain their financial wellness goals.”