Ian C. Humphrey, JD, MST, CFP®

Family Wealth Strategist at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati Metropolitan Area
Skills

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Credentials

  • Certified Financial Planner
    Certified Financial Planner Board of Standards
    Feb, 2012
    - Oct, 2024
  • Attorney
    Ohio State Supreme Court
    Nov, 2002
    - Oct, 2024

Experience

  • Key Private Bank
    • United States
    • Banking
    • 200 - 300 Employee
    • Family Wealth Strategist
      • Oct 2022 - Present

    • Senior Vice President, Regional Planning Strategist
      • Oct 2018 - Oct 2022

  • Fifth Third Private Bank
    • Financial Services
    • 200 - 300 Employee
    • Senior Wealth Planner, Vice President
      • Jan 2017 - Oct 2018

    • Wealth Planner, Assistant Vice President
      • May 2014 - Dec 2016

    • Wealth Planning Senior Analyst, Assistant Vice President
      • Apr 2012 - May 2014

    • Wealth Planning Analyst, Fifth Third Private Bank
      • Jul 2008 - Apr 2012

  • Law
    • Legal Services
    • 700 & Above Employee
    • Attorney - Private Practice
      • Nov 2002 - Jun 2008

Education

  • The Ohio State University Moritz College of Law
    Juris Doctorate
    1999 - 2002
  • University of Cincinnati College of Business
    Master of Science in Taxation (MST), Taxation
    2015 - 2017
  • Miami University
    Bachelors
    1995 - 1999

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