Finance & Operations

Haley Welch

Industry Start

2021

Education

Northern Illinois University, BFA

Haley joined Kovitz in 2023 as an Operations Associate, supporting the operations team and providing administrative and technical support to Kovitz advisors. She is responsible for reconciliation of transactions and positions, assisting with verification and quality control of performance statistics, and maintaining client portfolios. Prior to joining Kovitz, Haley worked as an Operations Associate for Hightower Advisors. In her free time, Haley enjoys illustrations, creative writing, and spending time with her cats and partner.