Kaylee Glidden is an Investment Operations Analyst at Kilter Group, bringing over a decade of experience in the financial services industry. She earned her Bachelor’s Degree in Accounting from SUNY Geneseo and began her career in client service before discovering a deeper passion for the operational side of the business. That shift proved natural—Kaylee has built her expertise around the systems, technologies, and processes that keep a firm running well and clients well-served. She is drawn to the behind-the-scenes work that makes the client experience possible and is committed to an industry that helps people invest wisely and build lasting wealth.

Expertise

Kaylee’s strengths sit at the intersection of operations, technology, and investments. She is highly analytical and detail-oriented, known for anticipating challenges before they surface and developing solutions that hold up over time. In her role, she supports the Director of Investment Operations and Strategy with trading and investment research—applying her precise, methodical approach to help identify opportunities and ensure client portfolios remain thoughtfully managed. Colleagues rely on her to catch what others miss and to keep processes running cleanly and consistently. Her technical expertise is matched by a collaborative spirit that makes her a trusted resource across the team.

What Drives Her

Kaylee is motivated by the satisfaction of work done right. She finds meaning in contributing to something larger—an industry that gives people the tools to build financial security and invest with confidence. Her attention to detail isn’t just professional habit; it reflects a genuine care for getting things right on behalf of the clients and colleagues she supports. She approaches her work with diligence and integrity, and brings that same standard to everything she takes on.

Beyond the Office

Outside of work, Kaylee devotes much of her time to dog rescue, volunteering with local shelters and animal organizations. She also enjoys crocheting and reading—hobbies that reflect her love of focus and craft. A proud Buffalo Bills fan, she is known by those around her as someone who never lets things fall through the cracks, in life or at work.