Client Relations Manager

Kelly Anselmo joined FMB Wealth Management in 2012. She oversees Investor Services which includes Communications and Client Relations and is also a member of the firm’s Investment Committee. Kelly has over 10 years of experience in the investment industry. Prior to FMB, she was with Trust Company of the West as a Mortgage-Backed Securities Analyst with responsibilities including portfolio analysis and structuring, client communication and support. Previously, Kelly worked as a Senior Trading and Sales Assistant at Drexel Burnham Lambert in their High-Yield Bond Department. Kelly holds a BA in Political Science from the University of California, Los Angeles.

The FMB Advisors Blog

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...

The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape? 8/20/19 A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time. For example, the US...

Wealth and Health

2/8/19 A Four Part Series for Multigenerational Investors on the Relationship Between Your Health and Your Wealth Chapter 1 – More of BOTH is Better! “Early to bed and early to rise keeps a man healthy, wealthy and wise”    Ben Franklin   “...

An Evidence-Based Approach to Sustainable Investing

7/19/18 Part I: Setting the Sustainable Stage                              If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try...