Kelley R. Ellis

Portfolio Manager

---

Kelley has 20 years of investment industry experience.

Prior to joining Welch & Forbes in 2022, she was a Wealth Advisor at Prio Wealth. Previously, Kelley worked as a Wealth Advisor and Equity Analyst at Boston Private. She was also an Equity Research Analyst at Jefferies. Kelley is the Chair of the Valuation Committee and leads financial planning for the firm.

Kelley received a Bachelor's Degree in Business Administration from Boston University. She received her MBA from the Carroll School of Management at Boston College. Kelley is assisted by AnnMarie Gacicia, who joined the firm in 2022.