Katelyn is a graduate of West Chester University with a Bachelor’s Degree in Communications. Prior to completing her undergraduate studies, she worked as an intern at Fernley & Fernley, a Philadelphia-based Association Management Firm during summers and breaks. She quickly learned various databases utilized within the organization as well as the overall day-to-day operational needs required of her position.
During her senior year of college, Katelyn joined The New York Life Insurance Company as a part-time licensed Life Insurance Agent where she gained a great deal of experience communicating with clients.
Katelyn originally joined Ellis Investment Partners as a part-time Executive Assistant in October 2017. Since joining EIP LLC, she has successfully transitioned to a full-time role within the Administrative/Operations Team in addition to providing support to our consultants. In her newly appointed role as Client Services Manager, Katelyn oversees the processing of new accounts and addresses client service needs. She has trained in the use of our new reporting platform, Black Diamond, and often works with our Portfolio Management Operations Team, providing support in various firm-wide tasks.
Katelyn is also an appointed Officer of the firm.
On a personal note, Katelyn enjoys travel and fitness. When she isn’t at the office in the summer months, you can more than likely find her at the beach!