Kelly Roemers


When acting in her capacity as the Chief Operations Officer, Kelly may be addressing any number of operational matters associated with the PGR Solutions delivery of a high-quality investment experience. Since most of her responsibilities are internal, you’re not likely to see her at a client meeting but she still does what she can behind the scenes to ensure our clients get the best possible service. A Bay Area native, Kelly earned a B.S. Business Administration from Cal State Hayward and began working with the founders of PGR just a few years later.  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.