Kelly Carolan is a Senior Relationship Manager at Premier Path Wealth Partners, where she works closely with clients and their families to coordinate their financial needs and provide a high level of personalized service. She serves as a key point of contact for clients, collaborating with the firm’s advisory and investment teams to help ensure a seamless client experience.
Kelly joined Premier Path after four years at JPMorgan Asset Management, where she worked closely with Registered Investment Advisors across the Midwest and Southeast. Her experience has given her a strong understanding of the wealth management industry and a passion for building meaningful relationships and serving as a trusted resource to clients.
Kelly holds a bachelor’s degree in Finance from The College of New Jersey, where she was a member of the Women’s Varsity Soccer Team and earned NCAA All-American recognition.
She currently resides in Morristown, New Jersey. Outside of work, Kelly enjoys running, reading, spending time with friends and family, and relaxing at the lake.