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Sarah T. Kelly, JD, CFP®

Managing Director

Sarah serves as Chief Operating Officer, providing oversight of Client Administration, Fund Services, Information Technology, Operations, Risk Management, and Compliance. She also serves as General Counsel advising the Board and the firm’s business managers on legal matters. She is a member of the Audit & Risk Committee and reports directly to one of the co-Chief Executive Officers.

Previously, as Director or Risk Management, Sarah was responsible for the firm’s risk management and compliance programs, audit and exam management, corporate governance matters, conflicts of interest, vendor management, and investment control.

Sarah began her career in 1982 and joined the firm in 2002. Previously, she worked at BankBoston/Fleet in account management and compliance. Sarah earned a BA from the University of Rhode Island, an MEd from Boston University, and JD from Suffolk Law School. She is admitted to the Bar in the Commonwealth of Massachusetts and holds the CERTIFIED FINANCIAL PLANNER™ certification.