Partner & CFO
“I really enjoy my job. Legacy’s positive impact on the world resonates with me, and makes my daily work very fulfilling.”
As Partner and Chief Financial Officer, Kelli manages all aspects of the firm’s operations including financial reporting, investment due diligence, human resources and IT infrastructure. She leads the day-to-day financial management and reporting process, along with back-office operations. Under her leadership, the finance team has grown to six professionals. As Chief Compliance Officer, Kelli ensures Legacy Venture is in compliance with standards set by the Registered Investment Advisors Act. Kelli is a member of the exclusive Society of Kauffman Fellows, which selects and trains emerging leaders in the venture capital industry.
Before joining Legacy, Kelli worked on the finance team at HRJ Capital, focused on all aspects of thirteen multi-asset class fund-of-funds. 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.
Kelli is a certified public accountant, who earned her B.A. in Economics and her 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.