Here's the simple advice this top advisor gives her wealthy clients:
Kelly’s ultra-high-net-worth clientele is comprised of startup employees--mainly early hires of tech companies--that she calls her friends. And she also opens her business to their family members and friends. “I think naturally what happens in our business as advisors is we attract people that are similar to us. And I’ve been really fortunate to grow my book of business where my clients are my friends: we’re on vacation together; my kids are friends with their children,” said Kelly.
Kelly's practice has an account minimum of $5 million, but she says she doesn't always abide by it. For one, her business originates from the tech world and its abundance of startups. When tech-hires go to Kelly with private stock, she says “it’s all on paper and they’re not actually worth all that money.” However, she likes to be there from the beginning giving financial advice.
Her assets under management total $1.1 billion, and she keeps her client service team in San Francisco to accommodate Silicon-Valley clients while she works out of San Diego to be closer to her own family. Kelly, 45, has three daughters aged 14, 11 and eight and she’s been married to her husband, a former employee of the mobile payments company Square, for over 20 years.
Kelly’s inclination to work with the tech community, preferably engineers, is related to her own upbringing. She was born in Russia to a mother who taught biochemistry and a father who taught chemical engineering at the University of Moscow. The family moved to Moraga, Calif., just outside San Francisco, in 1979. Her mother worked as a biochemist for Bayer Pharmaceuticals and her father started his own engineer consulting business.
Instead of following in her parents’ footsteps, Inna gravitated towards the finance industry. While attending the University of California, Berkeley Inna interned at Morgan Stanley and later Smith Barney all before she graduated from university."I worked on a team that specialized in 401k-rollovers. We would invest for clients that were 30-plus years with a company and looking to rollover their pension plan and their 401k," said Kelly.
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