As co‑lead of the Client Service Solutions team, Kelle provides strategic oversight of client onboarding, custodial relationships, and service delivery, with her team serving as an extension of the Private Client Group. In this role, she guides team structure, workflows, and governance to deliver a high‑touch client service experience while advancing a scalable, well‑controlled operating model.
Kelle is deeply energized by understanding the “why” behind clients’ needs, solving complex problems, building strong relationships, and cultivating high‑performing teams. These principles guide how she brings people together and shapes experiences that delight the families and clients the firm serves.
Experience
20 + years of experience iof experience in wealth management, spanning across wealth management, insurance asset management, and asset servicing firms
Deep experience leading teams responsible for investment operations, client onboarding, client service, and project management
Leadership and change agent driving digital transformations
Education & Credentials
Bachelor’s Degree in Finance, Bentley University
Master’s in Finance, Northeastern University
Beyond SCS
Kelle lives in Charlestown, MA with her husband and twin daughters, Evelyn and Gracyn. Outside of work she enjoys spending time with her family on Cape Cod, skiing, traveling, and cooking.
