Kellie has over 20 years of investment experience involving publicly traded securities and private equity. Her background includes organizations such as SunTrust Banks, Inc. and TRUSCO Capital Management, where she had responsibility for developing Institutional Client relationships. She has earned the Chartered Financial Analyst designation and holds a Bachelor of Arts degree with a minor in Business Administration from Vanderbilt University.
“Kellie is another excellent addition to Welch Hornsby,” said President and CEO Edward V. Welch, Jr. “She deepens an already talented Investment Consulting team with her background, experience, and ability. Beyond that, she is a most outstanding person and committed community servant leader. Kellie represents all that is important to us here at Welch Hornsby, and we are pleased to welcome her.”
Welch Hornsby is a registered investment advisory firm with the mission to build and preserve the wealth of individuals and families, endowments and foundations, and participant-directed retirement plans for corporations and municipalities. Founded in 1988, the firm is headquartered in Montgomery with offices in Birmingham, Alabama, and Charlotte, North Carolina.