Kelly Lora Ewart is the Head of Marketing at the firm. In her role, she leads the firm’s marketing department and creates strategies to enhance the firm’s brand and position it for continued success.
Kelly joined Ballentine Partners in 2023 and brought with her 20+ years of leadership experience. Prior to joining Ballentine Partners, Kelly served as VP of Strategic Relationships at PURE Insurance and as an AVP of Sales and Marketing at W.R. Berkley Companies. She began her career at Chubb, where she spent 14 years growing from an Insurance Underwriter to AVP and Strategic Partnership Manager.
Kelly graduated from the Isenberg School of Management at the University of Massachusetts in Amherst with a Bachelor of Business Administration. She also completed an executive certificate program at the Latino Leadership Institute of the UCLA Anderson School of Management. Kelly is bilingual and is fluent in Spanish. She is also an advocate for diversity, equity, inclusion, and belonging (DEIB) and serves as Co-Chair of the UHNW Institute’s DEI Initiative.
Kelly lives in Sudbury, Massachusetts, with her husband and three children. In her spare time, she enjoys hosting holiday and family celebrations, mentoring young women, volunteering to support local businesses’ marketing efforts, learning to golf and attending youth soccer and little league baseball games.