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Kelly is an Associate at Robertson Stephens. She works with Erik Boe, Managing Director and Principal, along with Julie Steinman, CFP®, Brian Post, CFA, Eric Kiel and Michael Ridgeway, supporting them in all aspects of cultivating client relationships to provide a tailored client experience.

Prior to joining Robertson Stephens, Kelly was a Client Service Manager at Mercer Advisors where she worked on a team that advised high net worth clients and worked with client onboarding, reporting, and various other culture enhancing aspects of the firm. Originally a native of Seattle, Washington, Kelly has worked in the financial services field for 10+ years with both independent advisor and RIA offices, as well as a broker-dealer/RIA back office.

Kelly earned a BA from Western Washington University.