Kelly Nealon

Chief Operating Officer at BanyanGlobal Family Business Advisors

Kelly Nealon has a diverse work experience spanning over several years. Kelly began their career at Fidelity Investments, where they served as the Director of Program Management, Director of Communication, and Director of Service Excellence. Their roles involved leading communication processes, managing internal and external communication strategies, and providing leadership in areas of process improvement and training.

In 2011, Nealon joined Collective Next, LLC as the Chief of Staff. In this position, they acted as a strategic advisor to the CEO and oversaw day-to-day business operations and strategic focus. Kelly also directed various administrative, financial, operational, and HR activities for the firm.

Most recently, Nealon served as the Chief Operating Officer at BanyanGlobal Family Business Advisors. Here, they worked with clients who own significant shared assets and faced complex challenges related to their family enterprises.

Kelly Nealon attended Barnstable High School. After graduating from high school, Kelly enrolled at the University of Massachusetts Amherst, where they pursued their higher education. However, there is no information available regarding the specific degree or field of study that Kelly Nealon pursued at the University of Massachusetts Amherst.

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  • Chief Operating Officer

    October, 2017 - present