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Kelly Maregni CFP®*

Executive Managing Director

Kelly provides investment and wealth management advice to high net worth individuals, multigenerational families, and foundations. She is a Partner of the firm, voting member of the Investment Committee, and member of the Executive Committee. Kelly plays an integral role in developing firm strategy, specifically the advice and service provided to clients, and serves as a team leader to other advisors in the Boston office. She was recognized by Financial Times as one of the Top 100 Women Financial Advisers in the country, and one of six in Massachusetts for 2014.

Kelly’s prior experience includes the role of Assistant Portfolio Officer at Mellon Private Wealth, working with endowments and foundations.  Her client base consisted of private secondary schools, hospitals, national non-profit organizations and family foundations.  She began her career in financial services at Acon Investments, a small private equity firm in Washington, DC.

Kelly obtained her BA degree from James Madison University with a major in International Relations and minors in Business Administration and Spanish.  Kelly is a CFP® professional.

Pathstone Federal Street("Pathstone") is an SEC‐registered investment adviser. The "Top 100 women financial advisers of 2014" is granted by the Financial Times, an independent association unaffiliated with Pathstone. To qualify for the list, advisers had to manage at least $200 million in assets under management (AUM) and have 10 years of experience.  Qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. Additional information on the factors involved for inclusion in this ranking can be found at the following location: http://aboutus.ft.com/2014/11/19/financial-times-announces-top-100-us-women-financial-advisers-of-2014/#axzz46TE2byQs.

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client's evaluation. 

*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.