Kelsey Whatley

Kelsey is a Principal in the New York office and a member of the Cerity Partners OCIO Client Service Team. Her responsibilities include serving as a specialist for all client-related information and activity, communicating directly with clients on requests and inquiries, and creating client presentation materials.

Prior to joining Cerity Partners, Kelsey worked in a similar role as an Executive Director at Agility. Before Agility, she was a Client Relationship Coordinator at The Select Group where she was responsible for onboarding new clients, maintaining client relationships, and managing vendor relationships.

Kelsey serves on the Steering Committee for the Intentional Endowments Network.

Learn more about Cerity Partners OCIO.