4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2019
- 800.216.0645
-
4208 Six Forks Rd
#1700
Raleigh, NC 27609
Kelly J. Gilbert
Manager,
Institutional Client Service
- Peoria, IL
- Where the Red Fern Grows | The Cutting Edge
- Oprah Winfrey, Sandra Bullock, and Pink
- "The future belongs to those who believe in the beauty of their dreams" - Eleanor Roosevelt
- Determination, humility, and compassionate
Client Solutions Group
Kelly Gilbert is an institutional client services manager at our Raleigh, NC office.
Kelly joined CAPTRUST in 2019. She serves as a manager in institutional client services. She is responsible for managing a team of client management consultants. Prior to joining the firm, Kelly was the director of client management with Aspire Financial Services. She has worked in the industry since 2003.
Education
- Bachelor of Science degree in marine biology from Eckerd College
- Master of Business Administration degree in global management from the University of Phoenix
