As a Portfolio Analyst at True North, Kelly is responsible for supporting portfolio management through trading, rebalancing, and investment operations. With a strong foundation in financial analysis and a detail-oriented approach, she plays a key role in ensuring accuracy, efficiency, and alignment with the firm’s investment strategies. 

Kelly began her career at True North on the operations side, where she developed a deep understanding of the firm’s processes while strengthening her organizational skills and attention to detail. Her transition into the Portfolio Management team reflects her analytical strengths, adaptability, and commitment to continuous growth. She is motivated to improve efficiency and contribute to delivering thoughtful, high-quality outcomes. 

The firm’s mission is Fulfilling Lives™, and Kelly supports this by approaching her work with a client-first mindset, recognizing the meaningful impact financial decisions have on clients’ lives. 

Kelly earned a Bachelor of Science in Business Administration and Finance from Liberty University in Lynchburg, Virginia. Outside of work, she enjoys spending time with friends and family and staying active, often combining the two through activities like skiing and running.