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Kelley R. Ellis

Portfolio Manager


Kelley has 17 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 received a Bachelor's Degree in Business Administration from Boston University. She received her MBA from the Carroll School of Management at Boston College.