Kelly joined Cornerstone Capital Advisors in 2017 as a member of our Portfolio Administration team. She works closely with our Advisor and Analyst teams to serve our Personal Advisory Services clients in all aspects of account administration.
Kelly graduated from Miami University with a Bachelor of Science degree in Business Administration with an emphasis on Marketing. While living abroad in Australia, Italy, and Poland, Kelly had the opportunity to work in several U.S. Embassies. After returning to the States, she worked for several law firms, and most recently owned her own business.
Kelly is originally from Farmersville, Ohio and currently lives in the Jackson Township area with her two children.