Kelsey Weinfeld

Senior Associate

  • BIO
  • Education, Highlights & Awards

    Biography

    Kelsey is a Senior Assistant at the San Francisco office, responsible for providing various business support functions. In this role, she is tasked with creating financial reports, managing accounts payable, overseeing office facilities and administration, and providing support for special projects. Kelsey helps ensure that office resources are allocated efficiently and remain readily available to colleagues.

    Before joining IF-Hayman Capital, Kelsey served as the Office Manager at B|O|S, where she oversaw a variety of administrative and financial tasks, as well as office-related activities. Prior to her role at B|O|S, she worked as a Regional Business Administrator at Credit Suisse, where she managed facilities and project management, accounts payable, event planning, recruitment and human resources, compliance, and travel management.


    Education

    B.S. in Business Administration and Financial Management from California Polytechnic State University in San Luis Obispo

    Highlights

    Certified Financial Planner?

    Recipient of the 2016 “Outstanding Student Award” from the University of California, Berkeley Extension Certificate Program in Personal Financial Planning


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