Senior Analyst
New York, United States

Biography

Kelley’s research focuses on the application of cross-industry technology (APIs, artificial intelligence) on wealth and asset management. Platforms and technology for Socially Responsible Investing (SRI) are of interest to Kelley as well.

Kelley 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 in 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.

Latest reports

Upcoming events

  • 12 - 14 September 2018
    Las Vegas, NV, United States
    Kelley Byrnes will lead the Executive Forum on 9/12/18 and will moderatethe panel discussion, Artificial Intelligence Meets Wealth and Asset Mana…