Kelly Cavoto

Client Service Administrator

Kelly Cavoto serves as a Client Service Administrator for Segall Bryant & Hamill’s Private Wealth group. Her primary responsibilities include opening new accounts, asset transfers, preparing meeting material and coordinating meetings. Prior to joining the firm, Ms. Cavoto was an underwriter with First Advantage Mortgage, and was in the mortgage industry for 30 years. Ms. Cavoto started in the investment management industry in 2013. She volunteers for Working in The Schools (WITS), a nonprofit organization that helps students plan for success.
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