Kelli Saperstein Anderson, CAP®

Kelli Saperstein Anderson, CAP®, has significant experience in the financial industry. Kelli currently works at Telemus as a Senior Associate, Family Office, starting in October 2022.

Prior to their current role, Kelli held various positions at Telemus, including Director of Operations and Director, Wealth Advisory. As the Director of Operations, they were responsible for overseeing day-to-day client service operations, ensuring compliance with quality management and legal requirements, and managing custodian relationships. In their role as Director, Wealth Advisory, Kelli onboarded and managed external and internal family office accounts, investments, and tax documents. Kelli also liaised and coordinated with external advisors and entity contacts.

Before joining Telemus, Kelli served as the Director of Operations at The Jablon Group from June 2008 to December 2010. Kelli was also the Director of Process Development at Schechter Wealth Strategies from August 2003 to May 2008.

Kelli started their career at Morgan Stanley as a Financial Advisor from May 2001 to August 2003.

Throughout their career, Kelli has developed a strong skill set in client service operations, account management, and coordination with external parties.

Kelli Saperstein Anderson, CAP®, has a Bachelor's degree in Economics and English from the University of Michigan, which they obtained between 1997 and 2001. In 2000, they participated in a summer program at The London School of Economics and Political Science (LSE), where they focused on Economics. In 2016 and 2017, Kelli attended The American College of Financial Services and earned the Chartered Advisor in Philanthropy® designation. Currently, they are pursuing Applied Mathematics at Indiana University Bloomington, with an expected completion date not yet specified.