WEALTH MANAGEMENT BLOG

Join the Conversation

June 2021 – Please join us in welcoming Kelly Heath to our HoyleCohen family.

We are pleased to announce that Kelly Heath has joined our Santa Monica office as a Senior Relationship Manager. Kelly has 8+ years of financial services experience, most notably at JP Morgan Securities.

In her new role, Kelly is responsible for supporting Peter Mueller, Kathy Siriwan, and their advisory clients. She serves as their clients’ point of contact, championing the client relationship by responding to client inquiries, managing client communications, paperwork and data, coordinating client meetings, and facilitating financial transactions. Her attention to detail, technical experience, and commitment to ensuring stellar client satisfaction make her an exceptional member of the HoyleCohen team.

In her spare time, Kelly enjoys going to the beach, traveling, cooking, and running. Additionally, she serves as an active volunteer for A Place Called Home, a nonprofit that provides a safe, nurturing environment with proven programs in arts, education and wellness for the young people in South Central Los Angeles with the central goal of helping them improve their economic conditions and develop fulfilling lives.

We are grateful to have her as part of our growing HC family!

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

 

Pin It on Pinterest

Share This