Kelly Heath is a member of AdvicePeriod’s Operations team where she is responsible for custodial transactions and account maintenance. By managing all aspects of trade execution, wires, transfers, and account administration, Operations allows our advisors to spend more time with clients.
Kelly has spent the past decade in the financial services industry in multiple Client Service and Operations roles. Most recently, she was with Bel Air Investment Advisors in Los Angeles as an Operations Specialist focusing on opening new accounts with expertise in complex client relationships.
Prior to her time with Bel Air, Kelly was with JPMorgan Securities where she served as an Investment Associate to two advisors in New York City. Kelly loves to go for beach runs with her German Shepherd mix, to explore new cities in America, to cardio box, and to cook for friends.