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

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