Mary Kelly

Operations Analyst

Mary Kelly is a member of the firm’s Systems Team and supports the firm’s wealth management and asset management businesses. Mary works to ensure data integrity in our operations systems to accurately reflect performance and help our financial advisors and client support associates effectively manage client accounts. She assists in setting up accounts and processes client billing. Mary also manages performance reporting, composite construction, and helps to maintain GIPS compliance.

Experience:

  • Tradition Asset Management, Institutional Operations Associate
  • Tradition Capital Management, Operations Associate

Education/Certifications:

  • Rutgers University, BA