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

Profile Photo
Naomi Dalessandro
Portfolio Manager
TO
Theodore Ober
Portfolio Manager
Profile Photo
John H. Emmons, Jr
President
Profile Photo
Justin Wolstenholme
Portfolio Manager

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc