CoverProfile

Kelley Ellis

Portfolio Manager

Welch & Forbes LLC

United States, Massachusetts, Boston

About Me

Kelley has 17 years of investment industry experience. Prior to joining Welch & Forbes in 2022, she was a Wealth Advisor at Prio Wealth. Previously, Kelley worked as a Wealth Advisor and Equity Analyst at Boston Private. She was also an Equity Research Analyst at Jefferies.Kelley received a Bachelor's Degree in Business Administration from Boston University. She received her MBA from the Carroll School of Management at Boston College.

Profile Information

Portfolio Manager

Welch & Forbes LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Sep 16, 2024

More profiles to browse

DR
Daniel R. Gorman
Portfolio Manager
BW
Benjamin Williams Jr.
Portfolio Manager
Profile Photo
Justin Wolstenholme
Portfolio Manager
SG
Seth Gelsthorpe
Senior Vice President

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc