Kelley is a Senior Wealth Strategist in SEI Investment’s Private Wealth Management group A. She provides tax, estate, philanthropy and succession planning advice to ultra-high net worth and high net worth clients.
Throughout her career spanning over 20 years in wealth management, Kelley has solely worked with high and ultra-high net worth families, individuals and organizations. Immediately prior to joining SEI, she was a Relationship Strategist at Hawthorn, PNC Family Wealth, where she led client management activities with clients and prospective clients. Previously she was a Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank where she served as a subject matter expert in Fiduciary advice. Prior to Wells Fargo, she was a Client Advisor for Silver Bridge Advisors, where she partnered with successful families to grow, manage, protect and transfer their assets
Kelley started her career at BNY Mellon Wealth Management as a portfolio manager working with high net-worth clients to establish and implement portfolio strategies based on their goals and objectives. She also was an Investment Strategist in the Family Office Group, providing investment consulting services to ultra-high net worth clients.
Kelley graduated from Villanova University with a Bachelor of Science degree in Finance and is also a graduate of the New England School of Banking’s Trust School certificate program. She holds the Certified Trust and Financial Advisor designation.
- Senior Wealth Strategist
- SEI Private Wealth Management
- Communicating About Wealth | Engaging the Next Generation | Family Dynamics | Family Philanthropy | Financial Literacy | Governance and Succession Planning | Wealth Management
- 21/64 Virtual Approach Training