Profile
Kelley Roche Ellis worked as a Wealth Advisor at Prio Wealth LP from 2018 to 2022.
Prior to that, she obtained an undergraduate degree from Boston University and an MBA from Boston College.
Former positions of Kelley Roche Ellis
| Companies | Position | End |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Portfolio Manager-Equities | 01/10/2022 |
Training of Kelley Roche Ellis
| Boston University | Undergraduate Degree |
| Boston College | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
- Stock Market
- Insiders
- Kelley Roche Ellis
