Vice President, Regional Director
Kelly is responsible for providing prospects and clients in the Midwestern region a full investor custody solution that goes above and beyond expectations. With a background in both traditional and alternative assets, Kelly has a passion for assisting clients with their custody and servicing needs.
He brings over 15 years of experience in the financial services industry to the Custody Services team. Before joining Millennium Trust in 2018, Kelly served as Vice President and Business Development Officer at US Bank and Regional Vice President at Scottrade Advisor Services.
Kelly holds a bachelor’s degree in business marketing and earned his MBA from Texas A&M University-Commerce. He previously held FINRA Series 7 and 66 licenses, and currently holds the Certified Fund Specialist designation and a certificate in alternative investments from The Institute of Business and Finance.