Full Name
Kelly Smith
Job Title
Vice President
Company
Fidelity Investments
Speaker Bio
Kelly Smith is a Vice President with Fidelity Investments. Ms. Smith is a VP/Regional Consultant for the Fidelity Family Office Services team focusing on Single and Multi-Family Offices. In her role she advises families on setting up new single and multi-family offices, UHNW trends, and family dynamics. Ms. Smith has held various leadership roles in the RIA and family office space for the last 25 years.
