Kelly is Zuckerman Investment Group’s Director of Operations, Chief Compliance Officer, and a member of the relationship management team.
As Director of Operations she is responsible for managing systems integration functions, designing workflow solutions, and generating client reports. Additionally, Kelly oversees the firm’s compliance obligations, and she assists the relationship management team in providing comprehensive financial planning advice.
Kelly has presented at industry conferences on best operational practices and is consulted by financial software users’ groups for her expertise. She received her Bachelor of Science in Mathematics from Loyola University Chicago. Kelly is a CFA® charterholder.