Kelly M. Orris

About

Kelly Orris serves as Administrative Assistant of Ellsworth Advisors. Her primary responsibilities include providing administrative support to ensure efficient operation of the office, providing support to the investment team through a variety of tasks related to organization and communication as well as coordinating client meetings. She also assists with client communications, onboarding new clients, and processing account changes.

Prior to joining Ellsworth Advisors, Kelly served as a Research Analyst for a small private wealth company in Cleveland, Ohio. In that capacity, she conducted extensive research on the US and emerging market companies and served as a liaison between the Vietnam and home office.