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A Guided Path Supports Your Long-Term Goals

Kayly Elmer CFP®*

Associate Director

Kayly Elmer is an Associate Director at Pathstone Federal Street.  Ms. Elmer serves as an Investment Advisory Services Lead for many of the company’s clients and is responsible in assisting and monitoring investment reporting. In addition to her role on the Investment Advisory Services team, Kayly is cross-trained in the Accounting & Financial Reporting department where she handles daily finances of Pathstone’s client families. This includes daily invoice processing, quarterly financial reporting, and various duties to ensure clients’ needs are met.

Prior to joining Pathstone, Kayly was an Associate for Graver Capital Management in Lake Forest, IL.  During her time at GCM, she assisted in operational duties, conducted market research and prepared statistical reports.  Kayly is a graduate of Lafayette College, earning a Bachelor of Arts in Economics and a minor in Spanish.  In school, she balanced a rigorous academic schedule while playing competitive Division I volleyball.  Kayly is a CFP®* professional.
 


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Boards’s initial and ongoing certification requirements.