Key Family Wealth, the Cleveland-based multi-family office division of Key Private Bank, has appointed CPA Cathy Petrunia to the position of family office director for the Midwest region, the company recently said in a news release.
In her new role, Petrunia is responsible for delivering a best-in-class family office client experience to Key Private Bank’s ultra-high-net-worth families, including the coordination of a family’s entire advisory team to ensure the consistent day-to-day delivery of all services and the implementation of the family’s strategy.
Petrunia has more than two decades of experience working in the Midwest with very wealthy individuals and families, most recently at Hawthorn PNC Family Wealth in the Cleveland market. Previously, she was a wealth strategist and accountant with Sterling Ltd.
She is based in Key Private Bank’s Cleveland office and reports to Doug Banbury, head of Key Family Wealth client development and strategy.