Kelly E. Trevenna

Kelly is an associate client advisor, responsible for financial plan and scenario modeling, presentation development, investment management support, and supporting the client advisor team. Her role helps deliver exceptional investment management and financial planning services to individual advisory clients.

She transitioned from a senior equity trader and assistant portfolio manager role in 2024. She was promoted from advisory operations associate to equity trader for institutional equity accounts in 2015, moved into her role as assistant portfolio manager in 2018.

Kelly earned a BA in accounting from the University of St. Thomas in St. Paul, Minnesota. Her career began as a hedge fund accountant for a local firm.

In her free-time, she is involved with a family-owned company that provides valuable solutions to the food service and hospitality industries across the world, with the business located in St. Paul. Kelly volunteers with the Jeremiah Program in St. Paul, an organization that prepares single mothers to excel in the workforce, readies their children to succeed in school, and reduces generational dependence on public assistance.

Kelly and her husband, Mike, have two young daughters and a chocolate lab. They love to travel and spend time as a family.