Throughout 2023 we would like to showcase the people at Addis Hill who are so integral to delivering services to you.
Let’s kick off the year with Kelly Bashore.
Kelly has been with Addis Hill since 2005. Her role has evolved significantly from the early days to now heading up the investment process for the firm. Kelly is Series 65 Licensed which is a requirement for doing her job. Kelly’s responsibilities include the following:
- Leading the Addis Hill Investment Committee
- Analyzing new client holdings
- Building and customizing client portfolios
- Conducts annual portfolio rebalancing
- Trades securities with our custodian
- Monitors client accounts
- Ensures that all data is accurate and complete
Kelly is an invaluable asset to Addis Hill. Kelly graduated from Shippensburg University and worked as a financial analyst with Wachovia in the early years. She was a licensed Realtor when her children were young. Those skills transferred nicely to the investment work she does now. She is very good at what she does but also has a knack for relating to clients like they were part of her family. Kelly has been married to her husband Dave for 33 years. She has two grown children and is blessed with two grandsons who keep her very busy on the weekends. She lives in Parkesburg, PA, where she grew up, and travels to the office an hour each way! Kelly loves to spend time with her family and friends and cherishes the time she spends with them at the beach.
We are very fortunate that Kelly has been around for 18 years and owe much of the firm’s success to her unwavering dedication and efforts. Thank you, Kelly!