As Managing Director 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. 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.
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.
Kelli is a member of Class 21 and served her fellowship at Legacy Venture under the mentorship of Managing Member Ben Choi (Class 11).