An experienced relationship manager with a keen eye for detail, Kelley 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 three children, Riley, Ellie, and Casey.