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Coulter, Kelly

Head of Marketing

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Private Advisor Group

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Luminaries 2025 Winner

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2025 Impact Statement

As the head of Marketing for Private Advisor Group, Kelly Coulter plays a central role in connecting the brand to the advisors and communities it serves. Over the past year, Coulter and her team launched the firm’s first-ever Service Promise, setting clear expectations for excellence and helping reduce advisor responsiveness concerns by nearly 50%. They produced the firm’s record-breaking annual conference and introduced Streamline, a virtual event focused on operational and technology support for advisor staff. She also played a key role in the launch of Greenhouse, the firm’s all-in-one advisor technology platform, with a special focus on building an active digital community that encourages real-time collaboration, peer-to-peer support, and leadership access.