Kelly E. Trevenna

Kelly is an equity trader and assistant portfolio manager for individually managed accounts for both institutions and individuals. She is also responsible for updating models, rebalancing accounts and implementing strategy changes.

She was promoted from an Advisory Operations Associate to Equity Trader for institutional equity accounts in 2015 and assumed her current position in 2018.

Her career began as an accountant for Commander Services Group, a hedge fund administrator.

Kelly earned a BA in accounting from the University of St. Thomas in St. Paul, Minnesota.

In her free-time, she is involved with a family-owned company that provides valuable solutions to the foodservice and hospitality industries located in St. Paul.

Kelly gives her time as a volunteer with the Jeremiah Program in St. Paul, an organization that prepares determined single mothers to excel in the workforce, readies their children to succeed in school, and reduces generational dependence on public assistance.