Our Team
Kelley Casper
Vice President of Client Experience. Makes sure every client interaction with the firm is a good one.
About Kelley
An experienced relationship manager who previously worked at Merrill Lynch with Jerry Davidse and Brook Hart, Kelley excels at working on client financial plans and focusing on delivering the full-service capabilities of Presilium.
She is a graduate of Brown University and has earned two Master's degrees from the University of Pennsylvania. Kelley enjoys running and playing tennis. She lives in Philadelphia with her husband, Dave, and their two young daughters, Riley and Ellie.
Credentials & education
- Brown University (B.A.)
- University of Pennsylvania (two Master's degrees)
Schedule a conversation with Kelley
The first conversation is 30 minutes, no preparation needed.