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Kelly Zurek

Managing Director

Andersen

United States, Illinois, Chicago

About Me

Kelly Zurek is a Managing Director in the Private Accounting Solutions (PAS) in the Chicago office. Kelly has over 25 years of experience serving ultra high net worth families and their related corporate, partnership, trust, and charitable entities. Kelly has extensive experience in financial planning and analysis, investment partnership accounting, and family office operations. She specializes in supporting clients in improving processes and procedures, holistic financial reporting, and consulting on various family office matters. Before joining Andersen, Kelly was the chief financial officer at Family Office Exchange (FOX). Prior to this, Kelly was Vice President and Treasurer for a sin

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Profile Information

Managing Director

Andersen

Investment Team,Operations Team

Investor

Consultant

Chicago

Illinois

United States

Jul 11, 2024

Work Experience

Lakeview Capital Management LLC

VP and Treasurer
Apr 2012 - Aug 2018

Merisant Company

Finance Manager
Jun 2002 - Mar 2006

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