Kylie Felker, CRCP
Principal, Chief Operating Officer & Chief Compliance Officer
Connect with Kylie on LinkedIn
Highlights
Education
- Furman University, B.S. in Accounting
Community Involvement
- Board Member, Emrys
- Member, Furman’s Young Alumni Counsel
- Greenville Young Executive Board
In her role as Chief Operating Officer, Kylie has a strong focus on providing custom solutions for clients through day-to-day management of the firm’s operations. She is responsible for managing and coordinating accounting, human resources, operations, client service and vendor relationships. Kylie also serves as the Chief Compliance Officer ensuring that the firm’s policies and procedures continue to evolve and incorporate the financial industry’s ever-changing regulatory requirements. Kylie’s favorite part of her job is being surrounded by a team of hard-working and thoughtful professionals who seek a balanced approach to life.
Kylie graduated from Furman University with a B.A. in Accounting and jumped right into the world of Financial Services. She was named one of the Best and Brightest by Greenville Business Magazine in 2014 and has continued to strive to make a mark in the Greenville Community. One of Kylie’s greatest accomplishments is founding the Greenville Young Executive Board, which meets monthly to discuss and encourage personal and professional development.
Learn more about Kylie
After growing up in Cleveland, Ohio, Kylie came to Greenville in 2005 and has been slowly convincing her family to follow. When she isn’t planning a group event, club, or party, Kylie loves travelling and soaking up new cities, food, and cultures. Kylie enjoys spending time with her husband, Justin, and their dog Larkin. She is an avid community volunteer, serving on the boards for Emrys Foundation and Furman's Young Alumni Group. A self-proclaimed Macaroni and Cheese expert, you can often find Kylie enjoying a good meal with family and friends. A couple interesting pieces of trivia about Kylie: She is a huge Ohio State Fan, hates Lettuce (especially the shredded kind), could spend all day watching HGTV, competed nationally in Rhythmic Gymnastics (yes, ribbon dancing) and hasn’t met a brewery she didn't like.