For the past 35 years, Kelly has managed, advised, and counseled the assets of individual and institutional clients. At Prio Wealth she is a trusted advisor to families, non-profits, and institutions and enjoys cultivating her long-term client relationships through her thoughtful investment and wealth advisory solutions. She joined Prio Wealth in 2008, and is a Managing Partner of the firm. She also leads Prio’s Investment and HR Committees. Prior to joining Prio Wealth, Kelly had an extensive tenure at Putnam Investments as the Chief Investment Officer for the Retail and Institutional U.S. Large Cap Growth Portfolios. At Putnam she also served as the Director of Global Equity Research an