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As Supervising Principal and Compliance Officer, Kelly is responsible for supervising our branch offices and working with our Chief Compliance Officer to provide oversight of our business.

With nearly 20 years of experience, Kelly has held positions at The Private Wealth Partners, Morgan Stanley, and Lehman Brothers. She earned her Bachelor’s of Arts degree in Communications and Journalism from the University of Connecticut. She also maintains her Series 7, 24, and 66 securities licenses.

Kelly currently resides in Greenwich, CT. In her spare time, she enjoys spending time with her children, traveling, and renovating and designing homes.