Elizabeth Kelly

Senior Associate - Client Service

Elizabeth is a Senior Associate in Client Service at CoastEdge Partners. Prior to joining the team, Elizabeth worked for J.P. Morgan Chase as a Relationship Banker, specializing in their Small Business focus area. During her time with the firm, she developed investment acumen, led client relationships, serviced and maintained small business accounts, and provided exceptional service to her dedicated book of several hundred Chase clients.

Elizabeth holds a Bachelor of Science in Business Administration: Financial Services from San Diego State University, where she graduated early with honors.