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Kelly Yovandich

Assistant to the CEO & Senior Client Service Coordinator
Administrative, Client Service

Kelly Yovandich serves as the Assistant to the CEO and as a Senior Client Service Coordinator at JAG Capital Management (JAG). Kelly joined JAG in 2013 and she supports the ongoing efforts of the Client Service Team, including tasks related to client acquisition, maintenance, and reporting.

Prior to JAG, Kelly was an assistant vice president at the brokerage and investment banking firm Stifel, Nicolaus & Company for 20 years. Before that, she worked at a private wealth management firm for 12 years in Glen Carbon, Illinois.

Kelly enjoys walking, making candles, and spending time with her family.

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eMoney

eMoney is an industry-leading financial planning platform designed to help advisors, planners, and RIAs deliver personalized, comprehensive financial advice to clients across all stages of life.

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Nitrogen

Nitrogen is a client-engagement and advisor platform built to bring clarity, quantification, and alignment to risk tolerance and portfolio construction. It uses a proprietary system that simplifies risk into a single, objective metric — the Risk Number® — allowing advisors and clients to speak the same language about risk, rather than relying on vague, subjective labels like “moderate” or “aggressive.”

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Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

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  • An Institutional Investor (as defined by applicable securities laws), or
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This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

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