Granite Group Advisors
Sharlene Kelly is an experienced professional in retirement plan operations and marketing, currently serving as the Director of Retirement Plan Operations at Granite Group Advisors since 2006. Responsibilities include overseeing compliance, education, campaigns, and ongoing management, while acting as a liaison between record keepers, custodians, third-party administrators, and plan sponsors. Prior experience includes roles as Marketing Manager for Digital Communications at Bowne & Company, where solutions for personalized digital communications were developed, and as Marketing Associate at Perot Systems, where customer satisfaction processes were established. Additional experience includes sales at IBM and NCR Corporation, alongside an educational background comprising an MBA in Marketing and Finance from NYU Stern School of Business and a Bachelor of Business Administration in Marketing from the University of Arizona.
This person is not in the org chart
This person is not in any teams
Granite Group Advisors
Granite Group Advisors is a reliable wealth management practice. We advocate for clients with skill and care and apply with rigor. We provide peace of mind. Prior to forming Granite Group Advisors, our partners spent 25 years on Wall Street witnessing both the best and the worst of what "the street" had to offer. Their response was to open an investment firm that planted its roots in the core understanding of a client’s needs. First and foremost, Granite Group Advisors founders established a fee structure that eliminates hidden fees and the conflicts of interest that have destroyed the trust at many firms. Second, they have the ability to invest in any product available and avoid the mediocre "in house" proprietary investments that dominate large financial firms. Finally, the Granite Group Advisors partners use their experience and process to evaluate money managers in ways that are often overlooked. In essence, they wanted to structure the company under the simplest of ideas, doing what's right for the client. This is the very essence of Granite Group Advisors, and this is why top Wall Street executives, families, endowments and retirement plans choose Granite Group Advisors as their investment advisor.