Kelley’s research covers predictive analytics and fiduciary solutions. She has been quoted in various industry publications, including Financial Advisor IQ.
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.
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