Director, Client Service & Sales
Great Lakes Advisors LLC
Kelly is the Director of Client Service and Sales for Great Lakes Advisors, LLC. With over 19 years of experience in the financial and investment business, he specializes in investment solutions for public, corporate, and multi-employer retirement plans. A former public fund trustee and lobbyist, Kelly brings a strong investment background and practical retirement plan experience to the Advisory Board.
Prior to joining Great Lakes Advisors, LLC, Kelly held similar positions with PNC Capital Advisors, LLC, and JP Morgan Asset Management Company. He received his undergraduate degree in accounting from Illinois College, an MBA from the University of Illinois, Springfield, and is a Certified Public Accountant (not in practice).
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