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.
Kelley Ellis
Portfolio Manager
Welch & Forbes LLC
United States, Massachusetts, Boston
About Me
Profile Information
Portfolio Manager
Welch & Forbes LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
Sep 16, 2024
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