Kelley’s research covers APIs, artificial intelligence, and fiduciary solutions. She has been quoted in various industry publications, including Financial Advisor IQ, Investment News, and Private Banker International.
In previous roles, Kelley has worked on strategic planning for advisor-facing technology and on fixed income trading desks. Kelley also has experience is sales and partnerships, driving channel strategy, regulation, and technical projects for financial institutions.
Prior to joining Celent, Kelley was a director at Barclay Investments. She also held positions at Bank of America Merrill Lynch, as an assistant vice president in the wealth management practice and as an analyst on the fixed income institutional sales desk.
Kelley received her MBA from the McCombs School of Business at the University of Texas – Austin and her BA from Washington University in St. Louis.
May 31 2018In this Insight, we share our perspectives on how Symphony can be used within Wealth Management to deliver actionable alerts to financial advisor…
May 17 2018The report is interested specifically in high value-added, detailed, data-driven, client-specific opportunities, rather than more generic opportu…
April 24 2018Celent recognizes UBS as the 2018 Model Wealth Manager: Emerging Innovation for their initiative Digital Wealth Passport. The Digital Wealth Pass…
March 27 2018Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. Asset managers, brokerages,…
Celent Roundtable | Digital Wealth Management: Boosting Distribution with Technology (Invitation only)19 June 2018 14:00 - 18:00 BST (09:00 EDT, 15:00 CEST)
55 Baker Street, London, United KingdomOverview This exclusive, invitation-only event will allow senior leaders from leading financial firms to discuss the latest trends, developments…
25 July 2018
Webinar: 8:30 AM San Francisco | 11:30 AM New York | 4:30 PM LondonJoin Celent Analyst Kelley Byrnes as she discusses the rise of ESG investing and how robo advisors and traditional brokerages are meeting the inc…