Sarah T. Kelly, JD, CFP®

Sarah T. Kelly, JD, CFP®2019-05-24T15:51:19-04:00

Sarah T. Kelly, JD, CFP®

General Counsel and Director of Risk Management

Sarah serves as general counsel and supports the firm’s business managers in legal matters. She has direct oversight of the firm’s risk management and compliance programs, and manages three compliance professionals responsible for regulatory compliance, audit and exam management, corporate governance matters, conflicts of interest, vendor management, and investment control. She has extensive project management experience on initiatives that support the firm’s strategic plan. She is a member of the Audit & Risk Committee and reports directly to the Boston Trust Board of Directors.

Sarah began her career in 1982 and joined the firm in 2002. Previously, she worked at BankBoston/Fleet in account management and compliance. Sarah earned a BA from the University of Rhode Island, an MEd from Boston University, and a JD from Suffolk Law School. She is admitted to the Bar in the Commonwealth of Massachusetts and holds the CERTIFIED FINANCIAL PLANNER™ certification.