Charlotte, NC 28203
Kelsey is responsible for constructing, monitoring, and managing tailored investment portfolios for the firm’s clients. She collaborates with client families to understand their objectives, implement strategic and tactical allocations, and oversee ongoing portfolio management, risk assessment, and rebalancing.
Prior to transitioning into portfolio management, Kelsey played a central role in advancing the firm’s industry-leading reporting capabilities, with particular expertise in Addepar. Her deep operational and technical background continues to enhance her investment work, allowing her to integrate complex ownership structures, trusts, and legal entities into comprehensive portfolio analysis.
Kelsey holds a BS in Economics from the University of North Carolina at Charlotte and is committed to ongoing academic and professional development. Originally from Maryland, Kelsey and her husband are avid international travelers and enjoy spending time with family in the North Carolina mountains.