Kelly Goldman

Kelly Goldman


Kelly grew up in Middleborough, Massachusetts, playing various sports with her three brothers. She studied at Sacred Heart High School and then attended Bentley University. In just three and a half years, Kelly earned a BS degree with a major in corporate finance and accounting, and a minor in law.

During this time, Kelly worked for a semester at Euclides Technologies as an inside sales intern. She also spent a year as a financial intern at Wealth Management Systems Inc. working with the CFO to manage accounts payable and monthly reporting.

Between 2016 and 2017, Kelly earned her MS in Finance from Bentley while working full-time at Harvard Pilgrim Health Care as a junior financial analyst. Kelly joined Heritage’s investment team in August of 2017. Her main responsibility is day-to-day management of the firm’s sophisticated trading system, including portfolio implementation, rebalancing of clients’ accounts, and addressing client requests.

Kelly is a young home owner living with her two dogs, Bruce and Ruby. Her weekends are spent playing tennis or hiking. She is also an avid traveler – a helicopter ride over the Rockies is one of her favorite travel memories.