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.
July 09 2018This report looks to 1) shed light on the methodology behind popular ESG scores and ranking systems and 2) introduce a specialist low-carbon data…
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…
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…
26 September 2018 14:00 - 18:00 BST (09:00 EDT, 15:00 CEST)
55 Baker Street London, United KingdomOVERVIEW Celent is pleased to bring our next installment of Celent’s Roundtable Series to London on 26 September, 2018. This exclusive, invitatio…