Kelwin Conroy
CFP®
Managing Director
- Shareholder
Kelwin Conroy is a Managing Director and shareholder of the firm. She brings fifteen years of investor relations and marketing experience at several global financial services institutions, including UBS and Wellington Management Company, where she gained a broad understanding of diverse product areas ranging from public equities to venture capital. She directly advises both high net worth individuals and investment committees of several private foundations on a variety of investment-related issues ranging from asset allocation to individual manager selection to account rebalancing. Kelwin also works closely with clients’ other advisors including attorneys and accountants to provide comprehensive financial planning advice to address cash flow, insurance, tax, retirement and estate planning issues.
A graduate of Bowdoin College, Kelwin earned her MBA from Babson College. She is also a Certified Financial Planner TM* professional. Kelwin lives in Cambridge, MA where she is a member of the Cambridge Community Foundation’s Professional Advisors Council and Investment Committee.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Group
Certification
Office
Kelwin Conroy is a Managing Director and shareholder of the firm. She brings fifteen years of investor relations and marketing experience at several global financial services institutions, including UBS and Wellington Management Company, where she gained a broad understanding of diverse product areas ranging from public equities to venture capital. She directly advises both high net worth individuals and investment committees of several private foundations on a variety of investment-related issues ranging from asset allocation to individual manager selection to account rebalancing. Kelwin also works closely with clients’ other advisors including attorneys and accountants to provide comprehensive financial planning advice to address cash flow, insurance, tax, retirement and estate planning issues.
A graduate of Bowdoin College, Kelwin earned her MBA from Babson College. She is also a Certified Financial Planner TM* professional. Kelwin lives in Cambridge, MA where she is a member of the Cambridge Community Foundation’s Professional Advisors Council and Investment Committee.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
