Inna Kelly has carved out a unique and highly successful role in wealth management and turned the usual trajectory for servicing an affluent clientele on its head.
A managing director in Morgan Stanley’s San Francisco office, Kelly serves as financial advisor—she calls herself a “life financial partner”—for newbie hires at technology start-ups in Silicon Valley and elsewhere.
In this era of tech start-ups, the economics can be difficult to grasp, and the anxiety hard to overstate. That intensity “takes a toll both physically and mentally, and most people retiring from a tech company need to make sure that their money grows and lasts throughout the years,” Kelly says.
“Wealth accumulation is the mind-set they have when they’re taking a chance on a private company. Wealth preservation is their mind-set by the time they leave the company and we start investing.”