Director of Operations & Onboarding Initiatives, Senior Vice President
Kelly Flaherty is Director of Operations & Onboarding Initiatives, SVP for Landmark Group at Rockefeller Capital Management. Kelly’s career in financial services began in 2006, at Smith Barney (now Morgan Stanley). Prior to joining Rockefeller, Kelly was at Fieldpoint Private Securities, LLC, where she joined in 2010 as a Wealth Management Associate and was later promoted to a new role leading all the firm’s Associates. In 2012 she assumed the new role of Branch Administrator, adding responsibility for all administrative functions for Fieldpoint branches. In 2020, Kelly was promoted to Director of Wealth Management Administration & Operations. As Director of Operations and Onboarding Initiatives at Rockefeller, she oversees all her team’s operational and administrative needs.
Kelly graduated from SUNY Purchase with a bachelor’s degree in English.