KELLY WOODARD

Principal & Director of Portfolio Administration

Kelly Woodard joined Schultz Collins in 2002. Her responsibilities in client account management include coordinating trading and money movements, portfolio taxation issues, portfolio reporting, and institutional advisor liaison.

Ms. Woodard holds degrees from Mills College and San Francisco State University in Medieval History and American History. She is fluent in French and Spanish, plays violin, viola and cello, and is a marathon runner.