Skip to main content
Enter search terms below…

Member News

Key Private Bank Names Alessi Senior Financial Planner, Herzig Trust Officer



Key Private Bank announced Andrew Alessi has been named vice president and senior financial planner, and Sasha Herzig has been named vice president and trust officer. Alessi and Herzig are based in KeyBank’s Capital Region headquarters office at 66 South Pearl Street in Albany.

Andrew Alessi is responsible for providing professional individuals and practices with comprehensive financial solutions covering investments, tax planning, health care, estate planning and charitable giving. Previously, he was wealth management advisor for TIAA-CREF in Latham, N.Y. He has also worked for State Farm Insurance as a field sales consultant and UBS Financial Services as a financial advisor.

Alessi earned his bachelor’s degree in business management from the State University of New York at Plattsburg and his master’s degree in business administration from the State University of New York at Albany. He is also a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Chartered Advisor for Senior Living (CASL).

Alessi lives in East Nassau, N.Y. He is a member of the Financial Planning Association and serves on the board of directors for Capital Region Nordic Alliance.

Sasha Herzig acts as an advisor in a fiduciary capacity with Key Private Bank. She assists clients in developing and executing their estate plans and identifying and resolving tax-related issues both during clients’ lifetimes and in preparation for future legacy planning. Prior to joining KeyBank, she was a practicing attorney for a boutique trusts and estates law firm in New York City.

Herzig earned her bachelor’s degree in economics and women’s studies form the State University of New York at Albany and her juris doctor degree from City University of New York School of Law, where she was founder of Law Students for the Arts. She is a member of the New York State Bar and a member of the New York State Bar Association’s Trusts & Estates Committee.

Herzig lives in Troy, N.Y. An active member of the community, she serves on the Advisory Council of the American Heart Association.

On November 15, the Times Union published our special section on philanthropy, Capital Region Gives. As part of a contest, 10 local nonprofits had the opportunity to share $100,000 in granted advertising space in the Times Union. This year, 34 nonprofits were eligible to win a share of the $100,000 grant. Voting to determine which  nonprofit will…
MEDIA CONTACT: Eugene White Northern Rivers Family of Services 518.701.4927 (cell) [email protected]   FOR IMMEDIATE RELEASE December 12, 2018 Northern Rivers Names Daley as Chief Human Resources Officer ALBANY, NY — Northern Rivers Family of Services announced that Linda Daley has joined the organization as Chief Human Resources…
Stragility has officially launched its new website.  Check it out at: www.stragilityllc.com Stragility hones in on the three foundations that make every company a high performer - strategy execution, people development & process creation. We help you move your business forward by doing the work for you and being your accountability partner.
Jan
09
Find out what’s ahead in 2019 for Rensselaer County and the status of significant local economic development initiatives. Attend the annual State of the…
7:30 a.m. Check-In & Breakfast; 8-9 a.m. Remarks & Q&A
Jan
24
Get connected, develop leads and build relationships at our one-of-a-kind, fast-paced networking event! These luncheons are a fun and effective way to…
11:30 a.m. Registration; 12 - 1:15 p.m. Networking Program
Feb
15
A panel discussion featuring State representatives addressing issues facing our communities. The Chamber's "Meet The Legislators" event provides members…
11:30 a.m. Check-in & Lunch; 12-1 p.m. Panel Discussion