Kelly Grote has a Bachelor of Arts degree in Political Science and Government from Trinity College-Hartford. Kelly has held various positions at BNY Mellon Wealth Management, including Senior Vice President, Vice President, Associate Wealth Manager, Assistant Investment Officer, and Relationship Administrator. Previously, Kelly worked as a Relationship Manager at Talener and as a Corporate Communications Intern at PNC. Kelly has a strong background in wealth management and corporate communications.
August, 2023 - present
July, 2021
July, 2017
September, 2015
July, 2014
Senior Vice President | Wealth Manager | Corporate Benefits at Lenox Advisors
Senior Vice President-wealth Manager at Sage Rutty & Co., Inc
Senior Vice President, Wealth Manager at BNY Mellon Wealth Management
Senior Vice President, Wealth Manager at BNY Mellon Wealth Management