Kelly Coffey
Co-Founder and Executive Chairman, Verita Strategic Wealth Partners
A native of Scranton, Pennsylvania, Kelly graduated from Lafayette College and then earned an MS in Foreign Service from Georgetown. She began her career in investment banking at J.P. Morgan, moved into wealth management, and led the company’s U.S. Private Bank for six years. Kelly became CEO of City National Bank in Los Angeles in 2019 and spent six years at RBC-owned City National before leaving to start Verita Strategic Wealth Partners in 2025. She serves on the board of Snap.