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 and was the Lead Portfolio Manager for the Global Growth Retail and Institutional Portfolios. Prior to Putnam, she was a Manager of Global Growth Equity Portfolios for Alliance Capital Management. Kelly began her career as an Analyst at Morgan Stanley Asset Management.
She is a graduate of Middlebury College with a Bachelor of Arts in Mathematics, and completed her MBA from Harvard Business School. Kelly is a member of the Board of Directors and Investment Committee for the Berkshire Taconic Community Foundation.
Kelly’s personal priorities include riding horses, playing tennis, and hiking around her farms with her horses and dogs.