Circle Wealth Management, LLC
Kelly Russo is a skilled professional currently serving as the Manager of Reporting and Client Service at Circle Wealth Management, LLC since 2023. Prior to this role, Kelly held the position of Head of Operations at Kingdon Capital Management from 2017 to 2023 and worked as an Executive Assistant at Crescent Capital Group from 2014 to 2017. Earlier experience includes serving as an Investment Support Analyst at GAM from 2007 to 2014 and as a Project Coordinator at Oppenheimer & Co. from 2006 to 2007. Kelly holds a Bachelor of Arts degree in Psychology from the University of Delaware, earned between 2002 and 2006.
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Circle Wealth Management, LLC
At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.