Kelly is a Vice President at 1919 Investment Counsel. In her role as a Senior Portfolio Administrator, Kelly works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. Her primary responsibility is supporting portfolio managers and client advisors to enhance the client experience, with a focus on portfolio review, account administration, and wealth planning.

Outside of the office, Kelly is a member of the Delco Anglers and Conservationists.

Kelly entered the financial services industry in 1995. Prior to joining the firm in 2003, Kelly worked at Salomon Smith Barney, as a Registered Sales Associate, working with retail brokerage clients.

In her spare time, Kelly is an avid pickleball player and fly fisherwoman, and enjoys skiing, traveling, reading, and volunteering at her local animal shelter.

Kelly holds a B.S. in Business Management from West Chester University. She is a Certified Financial Planner® professional and a Certified Trust and Financial Advisor®.