Kelly Baumbach

Kelly Baumbach, CFP and CEPA, currently serves as a member at Chief since October 2022 and holds the position of Executive Managing Director and Principal at Baker Tilly US since February 2021. With a career spanning over two decades in wealth management, Kelly previously held roles as Managing Director at Wealthspire Advisors and Bronfman Rothschild, where responsibilities included leading teams and managing high-net-worth client relationships. Kelly's experience also includes positions as Principal at Baker Tilly Investment Advisors and earlier as a Personal Banker and Investment Advisor at Bank One. Kelly obtained a Bachelor of Science degree in Finance with a minor in Accounting from the University of Wisconsin-La Crosse.