Kelly Morton

Kelly Morton is Vice President of Client Planning and an Associate Partner with Intellectus Partners. She applies her quantitative skills and analytical insights to help clients pursue a range of financial goals. She holds a number of responsibilities within the team related to financial planning, modeling financial returns and cash-flows, reviewing client portfolios, implementing asset allocation, interfacing with their Trust & Estate processes, designing customized reports, assessing investment opportunities and answering client inquiries. Prior to joining Intellectus, Kelly was an Analyst with David La Placa and Jay Casey at Deutsche Asset & Wealth Management, where she spent five years. Previously, she worked at leading international law firms in San Diego, where she provided paralegal support to patent and intellectual property litigation attorneys. Kelly earned her B.A. in Political Science, Legal Studies, and a Paralegal Certificate from California State University in Chico and an M.A. in Business Communications from Schiller University in London.