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
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read Now
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHow an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMake philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowShutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowGovernment shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now