Liza Kelley

Liza joined Baystate Financial in 2024 after earning her Bachelor of Science in Psychology with a minor in Business from Tulane University. Before Baystate, she interned at GMO in Boston for a year and a half, driving top-of-funnel sales and marketing initiatives for Nebo Wealth, an award-winning asset management platform for advisors. As the Retirement Plan Account Manager for the Clarendon Team, Liza oversees 401K processing, manages client service requests, and supports business operations to boost efficiency. Outside of work, Liza enjoys spending time with her family, photography, and staying active.