Meet The Team - Kelsie Thomas

Expertise In Registered Investment Products

Kelsie Thomas has nearly a decade of experience serving global registered investment advisory firms that offer mutual funds, ETFs, UCITS and other structured products. Her experience spans key areas of the industry, giving her a comprehensive perspective on both market opportunities and challenges.

Specializing in Risk Management

Through her experience serving on various risk management boards, Kelsie has developed a proactive approach to guiding firms on mitigating enterprise risks. She is enthusiastic about building strong frameworks, so clients feel confident about their business operations and goals.

Commitment to Excellent Service

As a former director of Customer Service, Kelsie is dedicated to placing the clients’ needs first. Her proactive approach to keeping clients informed helps develop their trust and prepare them for an evolving regulatory landscape.

Why true west?

Kelsie joined True West because of our shared commitment to building comprehensive compliance programs that drive client success. She is eager for the opportunity to serve as a dependable resource and guide firm CCOs through familiar challenges.

looking ahead

In this role, Kelsie looks forward to providing continuous support to industry professionals. She is eager to contribute to client success and expand upon the service offerings provided by True West.