Kelly A. Morgan

Kelly Morgan is a managing director at Boston-based investment firm Prio Wealth and a skilled portfolio manager with three decades of experience in investments. Kelly joined the firm in 2008 after 11 years with Putnam Investments, where she ultimately served as a chief investment officer for all retail and institutional U.S. large cap growth portfolios. Prior to Putnam, Kelly spent 10 years at Alliance Capital Management in New York and London. Throughout her career, she has managed assets for foundations and endowments large and small, for schools, churches, land conservancies, and health care nonprofits and hospitals. Kelly received her undergraduate degree in mathematics from Middlebury College and her M.B.A. from Harvard Business School. Active with Big Sister Association of Greater Boston for nine years, she lives part-time on a working farm in Pine Plains, N.Y.

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