Elaine Serbulov, MSFS, CFP®, AEP®
Senior Vice President, Sr. Wealth Planner at Key Private Bank- Claim this Profile
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English Native or bilingual proficiency
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Russian Native or bilingual proficiency
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Bio
Rich Masterson
I have had the pleasure of working with Elaine for the past year and can enthusiastically endorse her for anyone in need of professional wealth management. She is a conscientious advisor who takes a big picture view of her clients financial circumstances and then actively engages to make sure a well designed plan is executed. Many high net worth clients have complicated investment portfolios and she makes the process of managing wealth easy for the client. I have worked with numerous wealth managers over the years and none compare to her commitment to the client. Im happy to recommend her to anyone considering a change in advisors.
Matthew Levitties
Elaine acted as our firm’s Investor Relations Manager for nearly four years. As part of our team, she was a strong contributor adding value to our fundraising and investor functions. She was highly diligent in maintaining relationships with our investors and their advisors with a keen sense for organization and attention to detail. Both independently and collaboratively, she demonstrated a strong ability to manage projects and enhance internal processes as well as liaise with external partners.
Rich Masterson
I have had the pleasure of working with Elaine for the past year and can enthusiastically endorse her for anyone in need of professional wealth management. She is a conscientious advisor who takes a big picture view of her clients financial circumstances and then actively engages to make sure a well designed plan is executed. Many high net worth clients have complicated investment portfolios and she makes the process of managing wealth easy for the client. I have worked with numerous wealth managers over the years and none compare to her commitment to the client. Im happy to recommend her to anyone considering a change in advisors.
Matthew Levitties
Elaine acted as our firm’s Investor Relations Manager for nearly four years. As part of our team, she was a strong contributor adding value to our fundraising and investor functions. She was highly diligent in maintaining relationships with our investors and their advisors with a keen sense for organization and attention to detail. Both independently and collaboratively, she demonstrated a strong ability to manage projects and enhance internal processes as well as liaise with external partners.
Rich Masterson
I have had the pleasure of working with Elaine for the past year and can enthusiastically endorse her for anyone in need of professional wealth management. She is a conscientious advisor who takes a big picture view of her clients financial circumstances and then actively engages to make sure a well designed plan is executed. Many high net worth clients have complicated investment portfolios and she makes the process of managing wealth easy for the client. I have worked with numerous wealth managers over the years and none compare to her commitment to the client. Im happy to recommend her to anyone considering a change in advisors.
Matthew Levitties
Elaine acted as our firm’s Investor Relations Manager for nearly four years. As part of our team, she was a strong contributor adding value to our fundraising and investor functions. She was highly diligent in maintaining relationships with our investors and their advisors with a keen sense for organization and attention to detail. Both independently and collaboratively, she demonstrated a strong ability to manage projects and enhance internal processes as well as liaise with external partners.
Rich Masterson
I have had the pleasure of working with Elaine for the past year and can enthusiastically endorse her for anyone in need of professional wealth management. She is a conscientious advisor who takes a big picture view of her clients financial circumstances and then actively engages to make sure a well designed plan is executed. Many high net worth clients have complicated investment portfolios and she makes the process of managing wealth easy for the client. I have worked with numerous wealth managers over the years and none compare to her commitment to the client. Im happy to recommend her to anyone considering a change in advisors.
Matthew Levitties
Elaine acted as our firm’s Investor Relations Manager for nearly four years. As part of our team, she was a strong contributor adding value to our fundraising and investor functions. She was highly diligent in maintaining relationships with our investors and their advisors with a keen sense for organization and attention to detail. Both independently and collaboratively, she demonstrated a strong ability to manage projects and enhance internal processes as well as liaise with external partners.
Credentials
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Accredited Estate Planner (AEP)
National Association of Estate Planning CouncilsOct, 2023- Oct, 2024 -
Certified Financial Planner (CFP)
CFP BoardJan, 2010- Oct, 2024 -
Formerly held FINRA 7, 53, 63, 65.
FINRA
Experience
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Key Private Bank
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United States
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Banking
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200 - 300 Employee
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Senior Vice President, Sr. Wealth Planner
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Mar 2017 - Present
Through thoughtful, proactive advice and excellent client experience, I build lasting relationships with my clients and their families. After a thorough discovery process, I formulate highly customized financial plans and collaborate with clients, their attorneys, trustees and internal partners to implement recommended strategies. Surve as a subject matter expert to Relationship Managers and other internal advisors. Key Private Bank manages over $50B in assets across the national… Show more Through thoughtful, proactive advice and excellent client experience, I build lasting relationships with my clients and their families. After a thorough discovery process, I formulate highly customized financial plans and collaborate with clients, their attorneys, trustees and internal partners to implement recommended strategies. Surve as a subject matter expert to Relationship Managers and other internal advisors. Key Private Bank manages over $50B in assets across the national footprint with trust and wealth management roots going back over 190 years. While we're backed by the resources and technology of a large national bank, we serve our clients with a local, boutique touch. Show less Through thoughtful, proactive advice and excellent client experience, I build lasting relationships with my clients and their families. After a thorough discovery process, I formulate highly customized financial plans and collaborate with clients, their attorneys, trustees and internal partners to implement recommended strategies. Surve as a subject matter expert to Relationship Managers and other internal advisors. Key Private Bank manages over $50B in assets across the national… Show more Through thoughtful, proactive advice and excellent client experience, I build lasting relationships with my clients and their families. After a thorough discovery process, I formulate highly customized financial plans and collaborate with clients, their attorneys, trustees and internal partners to implement recommended strategies. Surve as a subject matter expert to Relationship Managers and other internal advisors. Key Private Bank manages over $50B in assets across the national footprint with trust and wealth management roots going back over 190 years. While we're backed by the resources and technology of a large national bank, we serve our clients with a local, boutique touch. Show less
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Versa Capital
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United States
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Investment Management
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1 - 100 Employee
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Manager of Investor Relations and Communications
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Apr 2012 - Jan 2016
Versa Capital is a private equity investment firm focused on control investments in special situations involving middle market companies. I implemented a proactive, comprehensive investor relations program in order to build and broaden relationships with current and prospective investors. Versa Capital is a private equity investment firm focused on control investments in special situations involving middle market companies. I implemented a proactive, comprehensive investor relations program in order to build and broaden relationships with current and prospective investors.
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MassMutual Greater Philadelphia
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United States
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Financial Services
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300 - 400 Employee
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Director of Financial Planning
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Mar 2011 - Apr 2012
Charged with expanding and managing fee-only financial planning practice. Provided leadership and acted as a subject-matter expert to the Financial Advisors as they delivered wealth planning and investment advisory solutions designed around their affluent clients. Designed and presented comprehensive financial plans and oversaw successful implementation of recommended strategies related to investment management, cash flow and retirement planning, business continuity planning and various risk… Show more Charged with expanding and managing fee-only financial planning practice. Provided leadership and acted as a subject-matter expert to the Financial Advisors as they delivered wealth planning and investment advisory solutions designed around their affluent clients. Designed and presented comprehensive financial plans and oversaw successful implementation of recommended strategies related to investment management, cash flow and retirement planning, business continuity planning and various risk management needs. Show less Charged with expanding and managing fee-only financial planning practice. Provided leadership and acted as a subject-matter expert to the Financial Advisors as they delivered wealth planning and investment advisory solutions designed around their affluent clients. Designed and presented comprehensive financial plans and oversaw successful implementation of recommended strategies related to investment management, cash flow and retirement planning, business continuity planning and various risk… Show more Charged with expanding and managing fee-only financial planning practice. Provided leadership and acted as a subject-matter expert to the Financial Advisors as they delivered wealth planning and investment advisory solutions designed around their affluent clients. Designed and presented comprehensive financial plans and oversaw successful implementation of recommended strategies related to investment management, cash flow and retirement planning, business continuity planning and various risk management needs. Show less
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CMS Companies
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Financial Services
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1 - 100 Employee
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Client Relationship Manager
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Aug 2003 - Apr 2009
Helped ultra high-net-worth entrepreneurs grow, manage, preserve and transfer their wealth for the benefit of their families and their communities by utilizing alternative investments and life insurance strategies. Cultivated and managed relationships with ultra high net worth individuals, trusts and foundations. Collaborated with clients, their advisors, attorneys, trustees and various internal divisions to accomplish investment and estate planning objectives. Lead investment… Show more Helped ultra high-net-worth entrepreneurs grow, manage, preserve and transfer their wealth for the benefit of their families and their communities by utilizing alternative investments and life insurance strategies. Cultivated and managed relationships with ultra high net worth individuals, trusts and foundations. Collaborated with clients, their advisors, attorneys, trustees and various internal divisions to accomplish investment and estate planning objectives. Lead investment performance review process for both investment and life insurance portfolios. Oversaw day-to-day account management functions including discount valuations, ownership transfers, cash flow management, custody, compliance, etc. Show less Helped ultra high-net-worth entrepreneurs grow, manage, preserve and transfer their wealth for the benefit of their families and their communities by utilizing alternative investments and life insurance strategies. Cultivated and managed relationships with ultra high net worth individuals, trusts and foundations. Collaborated with clients, their advisors, attorneys, trustees and various internal divisions to accomplish investment and estate planning objectives. Lead investment… Show more Helped ultra high-net-worth entrepreneurs grow, manage, preserve and transfer their wealth for the benefit of their families and their communities by utilizing alternative investments and life insurance strategies. Cultivated and managed relationships with ultra high net worth individuals, trusts and foundations. Collaborated with clients, their advisors, attorneys, trustees and various internal divisions to accomplish investment and estate planning objectives. Lead investment performance review process for both investment and life insurance portfolios. Oversaw day-to-day account management functions including discount valuations, ownership transfers, cash flow management, custody, compliance, etc. Show less
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Senior Consultant
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Aug 1998 - Aug 2003
As a member of the Wealth Advisory Services Practice, served an integral part in providing sophisticated fee-only financial planning solutions and investment advisory services to corporate executives and high-net-worth investors. Successfully formulated asset allocation strategies, analyzed stock option portfolios and income tax impact, researched and recommended mutual funds and separate-account money managers, provided ongoing investment performance measurement and evaluation, and… Show more As a member of the Wealth Advisory Services Practice, served an integral part in providing sophisticated fee-only financial planning solutions and investment advisory services to corporate executives and high-net-worth investors. Successfully formulated asset allocation strategies, analyzed stock option portfolios and income tax impact, researched and recommended mutual funds and separate-account money managers, provided ongoing investment performance measurement and evaluation, and oversaw clients’ overall investment activities, as well as retirement, estate and income tax planning. Show less As a member of the Wealth Advisory Services Practice, served an integral part in providing sophisticated fee-only financial planning solutions and investment advisory services to corporate executives and high-net-worth investors. Successfully formulated asset allocation strategies, analyzed stock option portfolios and income tax impact, researched and recommended mutual funds and separate-account money managers, provided ongoing investment performance measurement and evaluation, and… Show more As a member of the Wealth Advisory Services Practice, served an integral part in providing sophisticated fee-only financial planning solutions and investment advisory services to corporate executives and high-net-worth investors. Successfully formulated asset allocation strategies, analyzed stock option portfolios and income tax impact, researched and recommended mutual funds and separate-account money managers, provided ongoing investment performance measurement and evaluation, and oversaw clients’ overall investment activities, as well as retirement, estate and income tax planning. Show less
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Education
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2007 - 2008
Saint Joseph's University - Erivan K. Haub School of Business
MSFS, Masters in Financial Services -
1994 - 1998
Fox School of Business at Temple University
BBA, Finance, Economics, Risk Management and Insurance -
The American College of Financial Services
Community
