Kelley Ellis

Kelley Ellis is an experienced finance professional currently serving as a Portfolio Manager at Welch & Forbes LLC since October 2022. Prior to this role, Kelley worked as a Wealth Advisor at Prio Wealth from April 2018 to October 2022 and served as a Senior Client Advisor at Sandy Cove Advisors, LLC from February 2016 to April 2018. Additional prior positions include Client Advisor at Boston Private Wealth LLC from April 2011 to February 2016, Senior Research Associate at Jefferies & Company from October 2009 to April 2011, and Equity Research Associate at Leerink Swann from July 2007 to October 2009. Kelley holds a Master of Business Administration (M.B.A.) from the Boston College Carroll School of Management, which was completed between 2012 and 2014, as well as a degree from the Questrom School of Business at Boston University, earned from 2003 to 2007.