Kelly Zurek

Managing Director/Partner

Phone312.429.9005

Emailkelly.zurek@Andersen.com

Kelly Zurek is a managing director in the Private Accounting Solutions (PAS) practice in the Chicago office. Kelly has over 25 years of experience serving ultra-high-net-worth families and their related corporate, partnership, trust, and charitable entities.

Kelly has extensive experience in financial planning and analysis, investment partnership accounting, and family office operations. She specializes in supporting clients in improving processes and procedures, holistic financial reporting, and consulting on various family office matters.

Before joining Andersen, Kelly was the chief financial officer at Family Office Exchange (FOX). Prior to this, Kelly was Vice President and Treasurer for a single-family office. Early on in her career, Kelly worked for Arthur Andersen as a senior tax consultant in the Private Client Services group.

Firm

Andersen Global Logo

Location

Location   Chicago, IL, United States

Education

  • Gies College of Business – University of Illinois Urbana-Champaign, BS (Accounting)

Affiliations

  • American Institute of Certified Public Accountants
  • Illinois Certified Public Accountants Society