Westfuller
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  • Our Story
  • Team
  • Institutions
  • Individuals
  • Insights
  • Ethos
  • Client Portal
  • Contact Us

Thank you for your interest in Westfuller.

We will reach out to you when an opportunity arises that is a fit for your experience.

Kara Kelly

Senior Managing Director, Wealth Management

Kara leads financial planning for Westfuller’s comprehensive, mission-aligned wealth and investment advisory services. Kara is a global citizen who started her career in financial services at Citibank followed by leadership roles at Accenture, where she was a Managing Director, and Korn/Ferry where she was a Vice President.

Kara enjoys building and supporting organizations that better her community. Before joining Westfuller, she founded KGK Capital Advisors to provide guidance for those who want to be more financially savvy but did not know where to start. She was also the executive sponsor for Sky’s the Limit, an advisor for Outdoor Afro and a Board Member for Youth Outside.

Kara earned an M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia, and a B.A. in Economic and International Relations from Brown University. She has completed courses at Harvard Business School, London School of Economics and UC Berkeley, where she earned her Certified Financial Planning credential. Kara holds the Series 65 license.

Having extensive experience working and living abroad, she is conversational
in French and Italian and her ultimate joy comes from having the time and space to connect with family and friends, learn new cultures, curate playlists, hike and travel.

Our Areas of Focus
Institutions
  • Outsourced Chief Investment Officer
  • Sustainable, Responsible, Impact-Focused Investments
  • Global, Multi-Asset Class Investments
  • DEI Representation and Perspective
  • Fiduciary Management
Individuals
  • Financial Legacy
  • Fiduciary Management
  • Global, Multi-Asset Class Investments
  • Open Architecture
  • Values-Aligned Investments
  • DEI Representation and Perspective
  • Form ADV Part 2A
  • Client Relationship Summary
  • Privacy Notice
  • Business Continuity Plan
  • Careers
  • Artwork Citation
Call Us

212.219.6198

Email Us

[email protected]

Address

New York Office
1185 Avenue of the Americas,
3rd Floor
New York, NY 10036

San Francisco Office
601 Montgomery Street
Ste. 1212
San Francisco, CA 94111

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LinkedIn

B Corp | Force for Good
Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. 

© 2022 Westfuller Advisors, LLC. All rights reserved

Westfuller is an SEC registered investment adviser with a principal place of business located in New York, New York. Westfuller may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Westfuller will be initiated by a representative that is either registered, or qualifies for a corresponding exemption, in the state in which the client resides. For additional information pertaining to the registration status of Westfuller, please refer to the Investment Advisers Public Disclosure website at www.adviserinfo.sec.gov. A copy of the Westfuller current written disclosure brochure, as set forth on Part 2A Form ADV, discussing the firm’s business operations, services, and fees is available from Westfuller upon written request.