About Kelsey

Kelsey Lind is an Investment Associate with SVDG Partners at J.P. Morgan Wealth Management. As a member of the team, Kelsey provides operational and administrative support for high-net-worth individuals and their families. Kelsey's responsibilities include servicing and managing existing relationships, and supporting the team's clients in all aspects of the business. She handles a wide variety of customer inquiries and tasks, including transferring of funds, monitoring transactions, executing trades and preparing financial reports. She constantly strives to provide the highest level of personalized service.

Kelsey graduated from the University of California, Santa Barbara with a B.A. in Economics and Accounting. With four years of experience in financial services, she began her career in 2014 at Santa Barbara Costal Advisors as a Client Service Representative, and then moved to UBS, where she worked as an Analyst in its Wealth Management division. Kelsey joined J.P. Morgan in 2016. She holds FINRA Series 7 and 66 licenses.

Kelsey grew up in the suburbs of Philadelphia and was very happy to see the Eagles win their first Super Bowl in 2018. She enjoys hiking, boating and travel.

Insights

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