
Samuel Kelley
Senior Analyst
Samuel Kelly works on engagements across all lines of Palm Tree’s transaction, transition, and transformation services.
Prior to joining Palm Tree, Mr. Kelley worked in Asset Management within a Preservation Equity Fund at WNC & Associates in Orange County. While there, he helped improve reporting efficiency, automated weekly/monthly reports, and assisted in developing a BI system, including expanding dashboard functionality.
Mr. Kelley earned a BA in Business Management from Marymount California University and an MBA from Chapman University’s Argyros School of Business. Outside of work, Mr. Kelley enjoys board sports, soccer, and powerlifting.