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

Kelly Zurek
Managing Director
Andersen
United States, Illinois, Chicago
About Me
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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