Kellie Bauman, Executive Assistant

Executive Assistant

Kellie has been close with the Jessup Wealth Management team since 2017 and was given the official title of Executive Assistant to the CIO, Mark McEvily, in 2021. Kellie’s role also includes managing the companies expenses and budget . Prior to working with Jessup Wealth Management, Kellie was a licensed Insurance Agent who helped individuals with their Medicare and Private Health Insurance policies. Kellie lives in Cincinnati with her husband, Brett, her step-sons; Edison & Elliott and their two dogs, Cash and Coco. She enjoys hiking, kayaking, reading, playing with her dogs and spending as much time as possible with her husband and two boys!

Q & A with Kellie Bauman