Institutional Advisory

OVERVIEW OUR APPROACH OUR EDGE OUR TEAM

Elizabeth M. Kelly
Client Service Manager

Ms. Kelly handles client service, reporting and account administration for our high net worth individuals and families.  In addition, she has responsibilities in operations.  Previously, she worked as a Senior Operations Analyst at Wells Fargo Asset Management.  Ms. Kelly has a B.S. in Economics and Finance from Saint Lawrence University and has 14 years of investment experience.

T: 804.288.0404
E: Click to email Liz Kelly
INVESTMENT TEAM
CLIENT SERVICE TEAM