Kellie joined Waverly Advisors in February 2023 as a Senior Fund Accountant. Her primary responsibilities include reviewing the day-to-day accounting and finance administrative functions in support of Waverly’s private fund investment activities. Kellie comes to us from a third party fund administrator and her experience and expertise are e a huge asset to the Private Fund team.
Kellie was recently married after eloping to Mexico following a long engagement, which was extended by the pandemic. She loves cooking, enjoying time outdoors with her husband and two dogs, and spending time with her big family.
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