Kelsey AnnesleyKelsey AnnesleyInvestment Associate
About Kelsey
Kelsey Annesley is an Investment Associate at J.P. Morgan Wealth Management.
As an integral part of SVDG Partners, Kelsey works closely with the other team members to deliver discretionary portfolio strategies for high-net-worth individuals and their families. She focuses on the 'whole' of the relationship and the entirety of clients' needs, offering a highly attentive experience.
Kelsey understands that every individual tells a unique story, and she draws from her investment background to assess their broader picture before narrowing her focus to more specific areas of interest. She serves as an experienced sounding board to integrate banking, lending, trust & estate planning and more. Kelsey's solution orientation propels her to go the extra mile and find the answers that individuals seek. She is known for her patient and positive presence and ability to create connections that can enhance clients' lives.
Over the course of a five-plus year career in wealth management, Kelsey has gained a diverse set of skills especially tailored to the sophisticated needs of wealthy clients. Her strengths include portfolio evaluation, trade execution, market analysis and fund transfers.
Kelsey earned a B.A. in Economics and Accounting from the University of California, Santa Barbara. While in school, she interned as a Summer Investment Analyst at UBS, an experience that fueled her interest in wealth management. She holds the New York State life & health insurance licenses.
Outside of the office, Kelsey loves to travel, cook and explore all that the city has to offer. She enjoys the outdoors and is a recent convert to the game of golf. Kelsey finds time to give back to the community and formerly mentored students in an entrepreneurial program in the Bronx.
Insights
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