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
More profiles to browse
KW
Kurt Walter
Chief Financial Officer
Justin Wolstenholme
Portfolio Manager
John H. Emmons, Jr
President
Adrienne Silbermann
Executive Vice President
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth