Adler, Kelly E.

Ms. Adelson has had extensive experience as a certified financial planner and  provided consulting services in that capacity for over a decade. Ms. Adelson has an MBA in Finance from Columbia Univerisity.  She has been an industry arbitrator at the NASD since 1997.  Ms. Adelson's experience as a financial planner and as an arbitrator handling disputes involving brokerage firm customers and employees complements her legal experience.  She has worked for attorneys representing investors and continues that work at the Firm.  Ms. Adelson is involved in all aspects of arbitration preparation, including investment review and analysis, drafting claims, analyzing documents, motion practice, discovery, coordinating exhibits and trial preparation.  Marcia Adelson is an Of Counsel to the firm.