Kelsey Hageman

Reporting Analyst

Kelsey is responsible for our firm's industry leading reporting technology which tracks not only our clients' balance sheets, investment performance and risk analytics, but also their often highly complex changing ownership structures, trusts and legal entities.  She excels at completing the daily data input and reconciliation across 100's of brokerage and bank custodian accounts and multiple alternative assets (hedge fund, private equity, and real estate) on behalf of our clients. Moreover, she makes our reporting technologies easily accessible to our clients via hard copy, the internet, or their smartphones.  Originally from Solomon’s Island, Maryland, Kelsey graduated from The University of North Carolina at Charlotte with a BS in Economics.  Prior to joining our firm, she worked as an Operations Coordinator.

North Carolina Office

 

6836 Morrison Boulevard, Suite 100

Charlotte, NC 28211

704.248.5230

Florida Office

 

5728 Major Boulevard, Suite 611

Orlando, FL 32819

407.308.3287

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