Kelly Tramontano

Chief Operating Officer

Kelly’s 25+ years of experience in the investment industry includes a 17-year tenure as CEO & President of SWBC Investment Services in San Antonio. With visionary leadership, Kelly created, designed and built the firm’s broker-dealer, RIA, and fixed income capital markets desk, all with the focus on evolving the business into a multi-faceted, multi-distribution entity. She began her career at SWBC as a financial advisor, with prior experience at Robert Baird and Arvest Bank Group.

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