Allen Mix is an Associate Relationship Manager for Key Private Bank, delivering integrated wealth strategies and forward-thinking, objective advice to his clients, which include individuals and families, retirees, business owners, executives and professionals.
Leveraging more than 9 years in the financial services industry, Allen guides you through the wealth management process, coordinating all of the pieces for you in a simple, accessible way. He helps clients define their goals and priorities. Then, working with a team of experts in the areas of investment management, trust and estate planning, credit and risk management, recommends solutions to address your unique situation. He then works with the team to monitor your plan, and contacts you as new opportunities to grow and preserve your wealth occur.
Prior to joining Key Private Bank, Allen served as a Capital Markets Credit Anayst providing coverage for the Financial Institutions Group as well as developing a fiduciary background as an Associate Trust Advisor at PNC/National City.
Allen earned his Bachelor’s degree from Xavier University as well as a Master of Science in Management-Finance (MSM-Finance) degree from the Weatherhead School of Management at Case Western Reserve University. He is currently pursuing his Certified Wealth Specialist (CWS) designation. Allen also volunteers as a mentor working with College Now of Greater Cleveland.