Kelly brings over 10 years of experience in the investment and banking industry to the RedTree team. She has worked with several different fund structures and provided support to numerous fund advisors. Kelly’s client-focused and detailed approach through onboarding and operational support has allowed her to be an asset in her various roles. She is responsible for supporting the operations within the firm and continuing to ensure our clients remain our top priority.
+ Ultimus Fund Solutions, LLC, Assistant Controller
+ Fifth Third Bank, Accounting Manager
+ Bachelor of Arts in Economics, Miami University
Certifications & Licenses
+ Series 7, 66 (inactive)
Organizational & Community Involvement - Past
+ Central Montessori Academy, Treasurer
+ Greater Cincinnati Mutual Fund Association
After attending college and competitively swimming, Kelly fell in love with Cincinnati and has continued to reside here throughout her professional career. Kelly enjoys traveling, spending time with family & friends and remains cautiously optimistic about another Reds winning season soon.