Role at Appleton
Kelly is responsible for managing investment portfolios and the overall private client relationship for individuals, families, foundations and endowments. She also works closely with clients’ outside advisors – attorneys, tax professionals and trustees – to coordinate and deliver a comprehensive wealth management strategy to her clients. Kelly is a member of Appleton’s Equity Investment Committee.
Professional Experience
Prior to joining Appleton, Kelly was a Portfolio Manager at Boston Private Bank & Trust, and previously a Financial Advisor for the Private Client Group of Bernstein Global Wealth Management. Kelly also spent ten years at Deutsche Bank (formerly Scudder, Stevens & Clark), worked for the Division of Liquidation at the FDIC, and held various financial roles for North Fork Bank in New York.
Education
M.S., Boston College
B.S., State University of New York at Geneseo
Personal Notes
Kelly currently serves on the Board of Directors for the Animal Rescue League of Boston. She previously served on the Board of Trustees for the Boston Conservatory and on the Board of Directors for the Boston Estate Planning Council. She is actively involved in dog rescue and enjoys travel, golf and spending time with family and friends. Kelly and her husband live in Boston with their two rescue dogs, Duke and Jackson.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
