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Biography

Kelly is a Partner in the Boston office. Kelly brings over 35 years of experience managing investment portfolios for Foundations, Endowments, and Wealthy families.

Prior to joining Cerity Partners, Kelly was a Partner and Wealth Advisor with Prio Wealth (formerly Seaward Management) for 16 years working with high-net-worth, multi-generational families. Prio to that, she spent 11 years with Putnam Investments managing global growth equity mutual funds in Boston, MA and prior to that, 11 years with Alliance Capital managing global growth equity portfolios for Institutional clients in New York City and London.

Kelly spends her free time with her horses and dogs at her farms in Dutchess County, New York.

Learn more about my practice.

Education

  • B.A. in Mathematics, Middlebury College
  • M.B.A., Harvard Business School

Highlights

  • Berkshire Taconic Community Foundation (2014-2023) Board Member and Investment Committee member.
  • Wethersfield Foundation (2022-present) Board Member and Treasurer.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.