As a portfolio manager, I work with individuals and families to help create impactful portfolios that align with their values while serving their goals, such as saving for the future or making the most out of retirement. My collaborative and solutions-driven approach has helped me to create strong client partnerships.
As Genus’ first hire in 1989, I have extensive experience and knowledge to meet my clients’ needs. I am proud to contribute to an organization that continues to innovate and has become a leader in sustainable investments. My own personal values include honesty, integrity and inclusion.
I am a total gym rat. I believe that exercise is so important for mental and physical health. I look forward every year to our family vacations with my husband and two boys.
Join us for an insightful webinar hosted by Sue Talbot, designed to help you gain the knowledge and confidence to take control of your investments.
Women face financial barriers and inequalities in all areas including earning, spending, saving, borrowing and financial planning, Kelly adds. And these inequalities start early in life. We need to address gender inequalities for women and investing.
This year marks our 35th anniversary since our founding in 1989, and we’re celebrating the way we always do: by continuing to make a positive impact for our clients – and for the planet.
Copyright © 2024 Genus Capital Management Inc. | All Rights Reserved
Sitemap | Privacy Policy | Third Party Policy | Investor Information | Contact Us