Opal Wealth Advisors Appoints Kayla Kennelly as Chief Growth Officer

JERICHO, N.Y.--(BUSINESS WIRE)--Apr 15, 2025--

Opal Wealth Advisors, an independent registered investment advisor (RIA) providing wealth and investment management for both individuals and businesses, today announced the appointment of Kayla Kennelly as Chief Growth Officer. With 14 years of industry experience spanning both institutional and entrepreneurial RIA environments, Kennelly will play a key role in shaping Opal's long-term strategy, driving client growth initiatives, and leading talent development and recruitment.

"We’re thrilled to welcome Kayla [Kennelly] to the team," said Lee Korn, Founding Partner at Opal Wealth Advisors. “Her strategic vision, execution expertise, and strong background in business development within entrepreneurial environments make her the ideal leader to help us accelerate our growth trajectory, deepen our client relationships, and bring ‘The Opal Way’ to more individuals, families, and businesses."

Kennelly added, "I'm excited to join the exceptional team at Opal Wealth Advisors at such a pivotal time in the firm's journey. Throughout my career, I've been passionate about helping mission-driven firms grow in meaningful ways, and I see tremendous opportunity to build on Opal's client-first approach while developing the next generation of advisory talent."

Prior to joining Opal, Kennelly served as Vice President at Goldman Sachs, where she was instrumental in building and scaling the RIA custody platform. She also held leadership roles at Facet Wealth, where she launched a new client acquisition channel and led financial wellness initiatives in the employee benefits space, and spent eight years at Pershing in both Business Development for RIAs and Prime Services positions.

Kennelly’s contributions have earned her significant industry recognition, including being named to InvestmentNews' "40 Under 40" list in 2018 and receiving the Savvy Ladies Rising Star Award in 2023. She holds Series 7 and Series 63 licenses and received her BBA in Finance and Economics from Iona College in New Rochelle, NY.

About Opal Wealth Advisors

Opal Wealth Advisors is an independent registered investment advisor (RIA) providing wealth and investment management for both individuals and businesses. Founded by longtime partners Lee Korn, Jesse Giordano, and Joseph N. Filosa, Opal Wealth Advisors offers independent advice coupled with fully integrated services, support and technology. With a comprehensive focus on financial life planning, Opal Wealth Advisors goes beyond traditional advice, inspiring clients to take control of their finances to achieve financial freedom.

For more information, visit Opal Wealth Advisors at www.opalwealthadvisors.com. Please see additional disclosure information opalwealthadvisors.com/disclosure/

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CONTACT: Media Contact

Tina Powell

tina@growintentionally.com

Intention.ly on Behalf of Opal Wealth Advisors

KEYWORD: UNITED STATES NORTH AMERICA NEW YORK

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