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.
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,…
February 25 2018Robos and traditional brokerages are focused on impact investing as a way to grab the attention of high net worth investors (HNWIs) and millennia…
December 27 2017This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It a…