Kelley Megale

At Canoe, my focus is on revolutionizing how the wealth management industry operates by integrating machine learning technology into alternative investment workflows. My expertise in marketing communications has been instrumental in articulating the value of sophisticated technologies to enhance operational efficiencies for advisors and family offices.

Previously, as a VP Business Development Officer, I facilitated the adoption of custodial and clearing solutions for over 50 RIAs, honing my skills in client relationship management. This role built upon my earlier experience at Schwab Advisor Services, where I empowered RIAs with strategic technology evaluations, underscoring my commitment to delivering impactful industry solutions.

I also have started a Non profit to help with mental health and addiction resources for sober living and rehabs in memory of my brother with my family. I provide networking events in the Fintech space to volunteer at Lacrosse Tournaments, Turkey Trotts, etc. around the US. The nonprofit is called www.americanboy.com and has given out over 135 scholarships for sober living and rehab.