Kelly Henry, CIMA®, CAIA®

Kelly Henry, CIMA®, CAIA® is a Vice President and Senior Custody Relationship Manager at Fidelity Investments.1 Her LinkedIn profile can be found under the username "kelwags".1

Professional Background

Kelly Henry holds the Certified Investment Management Analyst (CIMA®) and Chartered Alternative Investment Analyst (CAIA®) certifications, which indicate her expertise in investment management and alternative investments.1 These credentials suggest she has advanced knowledge in financial analysis, portfolio construction, and risk management.

Current Role

As a Vice President and Senior Custody Relationship Manager at Fidelity Investments, Kelly likely plays a crucial role in managing relationships with institutional clients who use Fidelity's custody services. This position typically involves:

• Overseeing client accounts and ensuring their needs are met
• Providing guidance on custody-related matters
• Collaborating with internal teams to deliver comprehensive solutions
• Staying informed about industry trends and regulatory changes

Location and Network

Kelly Henry is based in the San Francisco area and has a substantial professional network, with over 500 connections on LinkedIn.1 This extensive network suggests she is well-connected within the financial services industry, which can be beneficial for both her role at Fidelity and her clients.

While there are multiple professionals named Kelly Henry on LinkedIn2, the specific profile mentioned in the query stands out due to her unique credentials and role at Fidelity Investments.