Joseph Mahoney

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Joseph Edward Mahoney worked as Vice President at KeyBank, NA (Investment Management) in 1986.
He was Vice President at Bank of America Private Bank.
He served as Senior Vice President at Barnett Bank, NA in 1998.
He was Vice President at Merrill Lynch & Co., Inc. in 2013.
He worked at Bank of America, NA (Private Banking) from 2013 to 2025, holding the title Senior Vice President & Private Client Advisor II in 2025.
Mr. Mahoney earned an undergraduate degree from The Ohio State University in 1974 and an MBA from Miami University in 1976.

Former positions of Joseph Mahoney

Companies	Position	End
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Portfolio Manager-Equities	30/09/2025
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	27/02/2013
Barnett Bank, NA Barnett Bank, NA Major BanksFinance Nationally chartered commercial bank	Corporate Officer/Principal	30/12/1998
KeyBank, NA (Investment Management) KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives.	Corporate Officer/Principal	29/10/1986
Bank of America Private Bank Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation.	Portfolio Manager-Equities	30/01/2008

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Private companies	7
KeyBank, NA (Investment Management) KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives.	Finance
Miami University Miami University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Ohio State University The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank of America Private Bank Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation.	Finance
Barnett Bank, NA Barnett Bank, NA Major BanksFinance Nationally chartered commercial bank	Finance
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Finance
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance