Profil
Kelley Roche Ellis worked as a Wealth Advisor at Prio Wealth LP from 2018 to 2022.
Prior to that, she obtained an undergraduate degree from Boston University and an MBA from Boston College.
Anciens postes connus de Kelley Roche Ellis
| Sociétés | Poste | Fin |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Gestionnaire de Portefeuille-Actions | 01/10/2022 |
Formation de Kelley Roche Ellis
| Boston University | Undergraduate Degree |
| Boston College | Masters Business Admin |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
