Kelly is the Executive Managing Director of Pathstone’s Boston office and a Partner of the firm. She serves as the senior leader for advisory teams in Boston and New Jersey, and manages several key relationships in the region as well as nationwide. She also plays an integral role in developing firm strategy, specifically the advice and service provided to clients.
Kelly has extensive experience in providing investment and wealth management advice to high net worth individuals, multigenerational families, and foundations. She is a voting member of the Investment Committee and member of the Executive Committee. Kelly is one of the founding members of 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. Her client base consisted of 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.
A Certified Financial Planner™ professional, Kelly obtained her BA degree from James Madison University with a major in International Relations and minors in Business Administration and Spanish.