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Bernard Robinson names Lory Kelley managing partner

Appointed by the firm’s partners, Kelley will succeed Wade Pack in the role, who had served as managing partner at BRC since 2013

Bernard Robinson and Co (BRC) has announced that Lory Kelley has been elected as managing partner at the group.

Appointed by the firm’s partners, Kelley will succeed Wade Pack in the role, who had served as managing partner at BRC since 2013.

Kelley provides over 22 years of experience in supporting family businesses, private enterprises, and high-net-worth individuals across a range of industries.

Having joined the group in 2007, she became a partner in 2021 and currently acts as tax practice area leader.

Alisa Moody, CEO at BRC, said: “The election of Lory Kelley as BRC’s next managing partner is significant in that it is representative of a successful transition to yet another generation of leadership.  

“I cannot think of a person better suited to protect and promote BRC’s culture that has served it so well over its 74 year history.”

Kelley added: “The partners are all focused on how BRC can evolve its services and technology to best serve our clients and I am honored to lead that charge now.

“Our partner group has identified numerous opportunities for BRC in the marketplace right now and we are committed to connecting to all of that for our associates and clients.”

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