Chief Financial Officer
Kelly Zurek is the chief financial officer at Family Office Exchange (FOX). She is a versatile financial professional with both corporate finance skills and firsthand knowledge of the family office industry.
For more than a decade, as Vice President and Treasurer, Kelly managed a single family office, responsible for all aspects of finance and accounting, and developing process, procedure and executive reporting for investment operations and family members, alike.
Prior to that experience, Kelly was the Manager of North America Financial Planning and Analysis for a privately held Chicago company with worldwide operations, the manufacturer of Equal Sweetener, and also served as a Senior Financial Analyst for Harley-Davidson Financial Services. Earlier in her career, Kelly was a Senior Tax Consultant with Arthur Andersen, LLP in the Private Client Services group, serving UHNW families and corporate executives.
She has BS in Accountancy from the University of Illinois, Urbana-Champaign.