Elizabeth Kelly

Operations Director

Beth joined the Blue Chip Partners team in 2008. She has over 30 years of financial services industry experience, including 12 years with an institutional consulting firm. Her past positions include chief compliance officer, operations manager, and investment analyst.

Beth is operations manager with Blue Chip Partners and is part of the firm’s executive team. She is a member of the firm’s investment committee and is actively involved in our compliance program. Beth oversees integration of the firm’s technology systems with client service, investment management, and compliance activities. Beth’s institutional background was invaluable when we implemented Tamarac, a state of the art rebalancing and trading software.

Beth is a proud graduate of Michigan State University with a Bachelor of Arts from Justin Morrill College. Her three children are also Spartans, and she can only hope that her three grandchildren follow that path. She currently lives in Pleasant Lake, Indiana and works remotely. During her leisure time she enjoys traveling and time spent with family, friends, and many pets.

Interesting Facts About Elizabeth

What do you love about working at BCP?

  • Learning and staying abreast of the constantly evolving technologies that allow our growing firm to provide superior services to clients and run efficiently. And my wonderful co-workers! 

What brings you joy?

  • Spending time with my far way children and grandchildren. I treasure any time we can be together.

What is one of your indulgences / splurges?

  • Corgi’s and gaited horses – I can’t get enough!

 

Learn about the team from Blue Chip Partners - icon-swirl-arrow Back to Our Team