Brooks v. Key Trust Co. National Ass'n
Appellate Division of the Supreme Court of the State of New York
1Opinion of the CourtSpain, J.
Appeal from an order of the Supreme Court (McCarthy, J.), entered October 21, 2004 in Albany County, which partially granted defendants’ motion to dismiss the complaint.
*629In April 2000, after a series of presentations and meetings, plaintiff and his wife, now deceased, entered into an investment management agreement with Key Trust Company, N.A. and executed various documents whereby plaintiff transferred their securities investment retirement account to Key Trust Company which would actively manage the account using Key Asset Management, Inc., now known as defendant Victory Capital Management,…
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