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Kelwin Conroy CFP®

Director

Kelwin Conroy is a director and partner at the firm. She brings fifteen years of investor relations and marketing experience at several global financial services institutions, including UBS and Wellington Management Company, where she gained a broad understanding of diverse product areas ranging from public equities to venture capital. She directly advises both high-net worth individuals and investment committees of several private foundations on a variety of investment-related issues ranging from asset allocation to individual manager selection to account rebalancing. Kelwin also works closely with clients’ other advisors including attorneys and accountants to provide comprehensive financial planning advice to address cash flow, insurance, tax, retirement and estate planning issues.

A graduate of Bowdoin College, Kelwin earned her MBA from Babson College. She is also a Certified Financial Planner™ professional. Kelwin lives in Cambridge, MA where she is a member of the Cambridge Community Foundation’s Professional Advisors Council.


*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.