As an Operations Analyst, Kelvin’s responsibilities include executing on daily operational tasks and reconciliation to serve Prio Wealth clients. Kelvin started at Prio Wealth in 2021. Prior to joining Prio, Kelvin was a Client Service Representative with MFS Investment Management.
Kelvin is a graduate from the University of New Hampshire with a Bachelor of Science in Finance. Kelvin is originally from Portland, ME and currently resides in Cambridge, MA.
Kelvin’s personal priorities include golf, ice hockey, hiking, camping, cooking, and spending time with friends and family.