Updated Wednesday, April 23, 2014 as of 8:37 AM ET

Founder & Managing Director

Kelli is a Managing Director at Pepin Consulting where she manages the firm’s consulting offer to the wealth management industry, working closely with owners of advisory firms and consulting directly with executives of financial services institutions. With a specialized focus and expertise in working with RIA and broker-dealer affiliated advisory firms she leads consulting engagements in strategic planning and human capital, including organizational design, compensation planning, performance management, and business succession. She has more than 20 years of financial services industry experience and is a highly rated speaker at national industry conferences and a regular columnist for InvestmentNews on practice management related topics.

Prior to joining Pepin, Kelli lead IN Adviser Solutions and oversaw advisor consulting engagements as well as the IN/Moss Adams research studies, where she was responsible for creating and implementing the industry’s first study dedicated to Succession Planning. Prior to joining IN Adviser Solutions, Kelli was a director in Advisor Services at Charles Schwab where she pioneered the industry’s first human capital practice management program covering issues from organizational strategy and design, recruiting, compensation design, talent management, and succession planning for RIA advisory firms.

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