Kelly Coffey

Co-Founder & Executive Chair, Verita Strategic Wealth Partners

Kelly Coffey co-founded Verita after more than three decades leading at the highest levels of finance – including CEO of both City National Bank and J.P Morgan’s U.S. Private Bank, where she accomplished significant business growth and transformation. Her career spans investment banking, capital markets, private banking, and operational leadership – and Verita is the culmination of that experience: a firm built to deliver strategic, customized wealth advice to today’s most dynamic clients.

As CEO of City National Bank, Kelly expanded its legacy as a trusted partner to the entertainment, sports, and creative industries. Prior to that, she led J.P. Morgan’s U.S. Private Bank to record performance and recognition as the #1 private bank in North America. Kelly also spent over 20 years in investment banking at J.P. Morgan and Goldman Sachs, where she held senior leadership roles across M&A, derivatives, and corporate finance — including leading global businesses and working internationally in Latin America.

Kelly is known for her strategic creativity, operational execution, and ability to build high-performing teams. Kelly has been recognized as CEO of the Year and an Entertainment Business Visionary by the Los Angeles Times. She has been named one of the 25 Most Powerful Women in Banking and Finance by American Banker and one of the Most Powerful Women in New York by Crain’s. She serves on the boards of Snap Inc., the Rock & Roll Hall of Fame Foundation, and Operation HOPE, and is a member of the Council on Foreign Relations and the Economic Club of New York. She holds degrees from Lafayette College and Georgetown University and splits her time between New York and Los Angeles with her husband and daughter.

Kelly Coffey

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