Tobey Kelly has more than 20 years of experience within the financial services industry, focusing on both the strategic and operational aspects of the investment management and mutual fund marketplace. Project responsibilities at Barrington Partners have included: front and middle office operational reviews of investment management firms; system reviews and selections for mutual fund back office operations; and business requirements definition for U.S. mutual fund accounting systems. In addition, her research work has focused on reviewing a range of systems in support of Fund Accounting, Transfer Agent, Hedge Fund and Separate Account operations.
Previously, Ms. Kelly worked for PriceWaterhouseCoopers LLC within both the Operations and Systems Risk Management and Investment Management and Securities Operations Consulting Groups. Her responsibilities included management and participation in projects related to the 401(k) and mutual fund transfer agent industry. Prior to this, Ms. Kelly worked for Fidelity Investments as project manager responsible for the administrative and conversion of defined contribution plans. In addition, she worked within Fidelity’s Operations Audit and Analysis group, participating in internal audit projects related to portfolio trading operations, conversion of mutual fund assets between custodian banks, mutual fund transfer agent operations and brokerage operations.
Ms. Kelly holds a B.S. in Finance and Marketing from Syracuse University.