Kelly is an Executive Managing Director at Pathstone, overseeing the firm’s Boston and New Jersey offices. In addition to leading the Boston and New Jersey advisory teams, Kelly is responsible for advising ultra-high net worth multi-generational families and not-for-profit organizations on a variety of wealth challenges, including investment management, trust and estate planning, income taxes, governance, education and family office management. Kelly is a senior leader at the firm, playing an integral role in the development of business strategy as well as the enhancement of client services. She is also a partner of the firm and a member of the Investment & Executive Committees.
In 2018, Kelly helped found Pathstone’s HerPath initiative, designed to enable women to be better informed and equipped to make financial decisions with confidence.
Kelly’s prior experience includes working with endowments and foundations at Mellon Private Wealth focusing on private secondary schools, hospitals, national non-profit organizations and family foundations. She began her career in financial services at Acon Investments, a small private equity firm in Washington, DC.
Kelly earned her bachelors degree from James Madison University with a major in International Relations and minors in Business Administration and Spanish and is a Certified Financial Planner™.