A recognized ERISA fiduciary expert with over 30 years of 401(k) and global pension experience, Kelly has an impressive independent fiduciary and investment management background. Throughout her distinguished career, Kelly held many leadership roles at State Street Global Advisors (“SSGA”) and State Street Corporation (“State Street”) in Boston and Hong Kong. She built and led their independent fiduciary business, negotiating numerous leveraged ESOP and ERISA transactions and managing company stock portfolios for the 401(k) and pension plans of corporate clients.
Drove SSGA’s successful entry into pension risk transfers as an independent fiduciary.
Washington DC
2745 Chesapeake Street NW.
Washington, DC 20008
(202) 431–4312
Newport Beach CA
201 Shipyard Way A2
Newport Beach, CA 92663
(949) 612–7577
Boston MA
61 Mount Vernon St #3
Boston, MA 02108
(339) 236-5451
© 2019 Fiduciary Resolutions, Inc. All other trademarks and copyrights are the property of their respective holders. This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.