Analyst, Client Wealth Management
As part of the Client Wealth Management team, Kelly focuses on client relationship management, portfolio & risk management, and business development for private and institutional clients. She is also a member of the firm’s Asset Mix team.
Prior to joining Gluskin Sheff in 2019, Kelly was an Investment Banking Associate at RBC Capital Markets in New York. Prior thereto, she worked in both Commercial Banking and Private Equity at CIBC and Lynx Equity Ltd. Respectively.
- Master of Business Administration (MBA), Rotman School of Management, University of Toronto
- Bachelor of Science in Economics, University of Calgary
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