Chief Financial Officer
Chief Compliance Officer

Kelly wears many hats at Statherós Financial Solutions. She may be addressing any number of operational matters associated with the firm’s delivery of a high-quality investment experience. She also quarterbacks all internal operations related to Statherós’ employees.

Since most of her responsibilities function internally, you’re not likely to see her at a client meeting. However, she is constantly working behind the scenes to ensure all of our clients get the best possible service.

Education & Certifications

• California State University Hayward - B.S. Business Administration

Out of Office

When not working, Kelly may be found enjoying anything from the theater to the great outdoors, or just sipping a glass of wine and watching the San Francisco Giants play.