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Trusted by families and their advisors
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  • Client Pathways
    • Financial Advisors
    • Current Wealth Holder
    • Next Generation
    • Family Business
  • Services
    • Solutions For Families
    • Solutions For Advisors
    • Family Stories
  • Academy
  • Resources
    • Blog
    • Surveys
    • Documents
    • Videos
    • Podcasts
  • Our Firm
    • Overview
    • Your Team
    • Testimonials
    • Contact Us
  • Store
    • Shop
    • Cart
    • Checkout
    • My Account

Kaley Fennell

By: Melanie

Kaley Fennell

August 11th, 2016

Kaley Fennell graduated in May 2018 from the University of Florida where she earned her Bachelors degree in Business Management and a minor in Communication Studies. Her most meaningful experience in college was through the Heavener Leadership Challenge, a business organization which seeks to demonstrate to students that leadership is a learnable skill.

Currently, Kaley is in an associate role with Legacy Capitals. Within this role, she assists in client engagements and project work as well as manages the logistics of the Academy courses.

Since July 2020, she has been working towards achieving her Professional Coach Certification through the Co-Active Training Institute’s Coach Training and Certification courses.


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Legacy Capitals is a leading provider of training, coaching, and consulting services on topics such as wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, wealth advisors, family offices, and financial institutions.

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Legacy Capitals, LLC
325 West Bridge Street #455
New Hope, PA 18938
609-917-0161
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