As Partner and CFO at Legacy Venture, Kelli leads day-to-day financial management and reporting process along with back-office operations. She also manages all aspects of the firm’s operations including investor relations, human resources, and IT infrastructure. Under her leadership, the finance team has grown to six professionals. As a member of the investment team, Kelli conducts firm analysis, performs due diligence, and monitors venture capital funds and the venture industry. As Chief Compliance Officer, Kelli ensures Legacy Venture’s compliance with standards set by the Registered Investment Advisors Act.
Before joining Legacy, Kelli worked on the finance team at HRJ Capital, focused on all aspects of the firm’s 13 venture capital fund-of-funds. HRJ is a multi-asset class fund-of-funds firm.
She began her career as an auditor with Ernst & Young, serving primarily financial services clients in Chicago and information technology companies throughout Silicon Valley. Kelli has a deep knowledge of financial management, with a special focus on the financial services industry, venture capital fund-of-funds, as well as current GAAP developments and requirements.
Education, Personal, and Fellowship
Kelli is a certified public accountant, and earned her BA in economics and master’s degree in accounting from the University of Michigan. She and her husband, Brian, have two young daughters and an English bulldog. She has a philanthropic interest in girls’ education and mental health.
Kelli is a member of Class 21 and served her fellowship at Legacy Venture under the mentorship of Managing Member Ben Choi (Class 11).