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Board adds KeyBank to approved broker list and directs warrants purchases under Act 1098 of 2013
State Board of Finance · October 25, 2023
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Summary
The board approved adding KeyBank to the approved broker roster following industry consolidation and directed the treasurer to purchase warrants for Jan. 1–Mar. 31, 2024 pursuant to Act 1098 of 2013; votes were voice approvals with no roll‑call tallies in the transcript.
Bob Serrano introduced a request to add KeyBank to the State Board’s approved broker list, saying several sales and trading professionals the treasury previously worked with have moved to KeyBank after industry consolidation. Board members asked where KeyBank is…
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