Kelly is a Certified Divorce Financial Analyst (CDFA®) and joins Serene Point after a long career in finacial services, beginning as an institutional broker in London and New York, and transitioning to the buy side as an analyst, portfolio manager, and founder of her own hedge fund. She is a Chartered Financial Analyst (CFA) and studied political economy and international relations at the London School of Economics. She has spent her career making financial decisions in a global macro framework with clients' individual goals and risk tolerance at the center. 

Born into a family of builders, Kelly and her husband Mark have done renovations, new builds and rentals in Oregon and the Mountain West. She appreciates the different aspects of real estate as an asset class. 

Kelly loves to be outside with her family running, hiking, climbing and generally being game to explore. With her son and daughter off to college, Kelly looks forward to traveling and believes there is much to be learned by spending time in other places and listening to the people who live there.