Comprehensive Wealth Management Designed Around Your Life

Pat founded Key Group Management in 1996 and serves as President. A Villanova graduate with CFP® and ChFC® designations, his 33-year career began on the floor of the American Stock Exchange with E.F. Hutton. He also worked the Fixed Income Trading Desk at Paine Webber in New York and Los Angeles before becoming a Financial Advisor.

Colin founded Key Group in 1996 and holds an Economics degree from Villanova University. He served as Assistant VP of Investments at Paine Webber prior to founding the firm. Earlier roles included the NYSE floor, Dean Witter Reynolds, and Drexel Burnham Lambert. With a career spanning over 35 years — from the trading floors of New York to founding Key Group in 1996 — Colin brings a depth of financial expertise and industry insight that few can match.

Brendan holds a degree from Villanova University and brings a background in technology sales, where he developed strong expertise in client relationships and business development. He now applies that experience to helping clients at Key Group build and protect wealth through personalized financial planning and investment strategies. Brendan holds a Life & Health Insurance License.

Kyle holds a degree from Villanova University and built his career in technology sales, gaining deep experience in consultative selling and client service. He channels that background into delivering customized wealth management and retirement planning solutions for individuals, families, and business owners at Key Group. Kyle holds a Property & Casualty Insurance License and is an IRS-licensed Enrolled Agent.

Anthony has been a financial advisor since 1986 with a UConn business degree and 30+ years of experience advising high-net-worth professionals. He specializes in personal and business asset management, retirement planning, legacy planning, and fixed income. He joined Key Group in 2005 after five years at Wachovia Securities.

Tim holds a Finance and Marketing degree from Fairleigh Dickinson University. He began his career in the financial industry in 1993, with a career spanning Drexel Burnham Lambert, Smith Barney, Paine Webber, and UBS, where he served as head of Equity Research at his branch. He brings decades of securities experience and holds Life & Health Insurance licenses in NY and NJ.

Michael has been with Key Group since 1999, holding a Business Administration degree from Bloomsburg University. He began on Wall Street with Shearson Lehman Hutton in 1988. A community leader, he is a former President of the Livingston Area Chamber of Commerce and Board Member of the West Essex YMCA.

Stephen brings deep tax and accounting expertise to the Key Group advisory team, supporting clients with tax-efficient planning strategies and financial coordination. Bio coming soon.

Sean earned his Master's with distinction from Keller Graduate School of Management and has worked in tax accounting and finance since 2016. He is an IRS-licensed Enrolled Agent and a CPA Candidate recognized by the NASBA and Arizona Board of Accountancy. He has been with Key Group since winter 2021.