Keley R. Petersen

What really sets Keley Petersen (she/her) apart from others in her industry is that she is an independent—fee only—that acts as a fiduciary, taking her responsibility to always act in the client’s best interests very seriously. She is the CEO of your overall wealth picture, with over 35 years of global experience in the financial services industry. Beginning her career with Kidder Peabody in New York and London on the Fixed Income Sales and Trading desk, Keley worked with central banks globally. Upon returning to the United States, she held the position of Director of Progressive Portfolio Services at Progressive Asset Management, where she developed investment strategies and recommended money managers to individuals and institutions interested in socially responsible investing. She then spent three years at Progress Investment Management, where she was Director of Manager Development, researching and recommending women-, minority-owned- and emerging money managers & hedge funds to institutional clients/public funds. She went on to be a Senior Manager and Practice Leader at Deloitte & Touche, where she launched a new specialty service practice offering investment-consulting services to wealthy individual clients. Subsequently, Keley had positions as the C.O.O. at Hewins Financial Advisors and in the Ultra High Net Worth Group as a Wealth Manager at Contango Capital Advisors. At these companies, she assumed responsibility for large, multi-entity clients and expanded her capabilities for providing wealth management services to global, multi-constituency, multi-currency families.

Keley founded Willow Grove Advisors in 2009 to use her expertise and experience to provide the highest quality, individually-tailored wealth strategies for global entrepreneurs, tech entrepreneurs and their extended families. It is important to Keley that as an independent advisor, Willow Grove is free from conflict of interest. She combines global research, analytics, an extensive network of professionals, and decades of international experience to customize wealth strategies for her clients. Keley maintains the highest standards of financial planning principles, but over and above the detailed research and number crunching, she never forgets that numbers are only part of the wealth equation. She puts the utmost priority on developing a relationship with her clients in order to understand them and their unique needs when creating their wealth plan.

Education

• BSBA—University of Nebraska at Omaha
• MBA—Harvard Graduate School of Business
• Series 65 license