Michelle Tate Email & Phone Number
SVP, Senior Portfolio Strategist @ Key Private Bank
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Michelle Tate Location
- Narberth, PA, US
Michelle Tate Work
- SVP, Senior Portfolio Strategist @ (August 2024 - Present)
- Chief Investment Officer @ (January 2020 - March 2024)
- Senior Vice President @ (April 2017 - January 2020)
- Senior Relationship Strategist @ Hawthorn, PNC Family Wealth® (November 2013 - April 2017)
- Senior Portfolio Manager @
- Financial Advisor @
- Financial Advisor @
Michelle Tate Education
- University of Alabama
Michelle Tate Skills
- Investment Management
- Fixed Income
- Wealth Management Services
- Financial Advisory
- Portfolio Management
- Asset Allocation
- Estate Planning
- Financial Services
- Equities
- Certified Financial Planner
- Banking
- Mutual Funds
- Investments
- Wealth
- Alternative Investments
- Investment Advisory
- Investment Banking
- Private Banking
- CRM
- Executive Presentations
- Series 7
- International Account Management
- Wealth Management
Michelle Tate Summary
- Michelle Tate, based in Narberth, PA, US, is currently a SVP, Senior Portfolio Strategist at Key Private Bank. Michelle Tate brings experience from previous roles at Holtec International, Boenning & Scattergood, Inc., Hawthorn, PNC Family Wealth® and BNY Mellon Wealth Management. Michelle Tate holds a University of Alabama. With a robust skill set that includes Investment Management, Fixed Income, Wealth Management Services, Financial Advisory, Portfolio Management and more. Michelle Tate has 1 emails and 1 mobile phone numbers on RocketReach.
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