Lynn Kelly, MBA
Wealth Management Project Specialist
Lynn joined Little House Capital in 2019 and plays a key role in supporting the firm’s Advisors across multiple areas, including Operations, Compliance, Marketing, and Human Resources.
Prior to joining Little House Capital, Lynn served as Vice President of Sales in the 401(k)/Defined Contribution Division at Fleet Bank (now Bank of America). In an earlier role within the same division, she was responsible for developing all proposals and presentations for the department.
Lynn holds an MBA with a concentration in Marketing from Bentley University’s McCallum Graduate School of Business, as well as a Bachelor of Science in Finance, summa cum laude, from Framingham State University. She is also a member of Omicron Delta Epsilon, the International Honor Society for Economics.
Lynn can be reached at (617) 917-9977 or lynn.kelly@littlehousecapital.com