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Kelly Tramontano

Kelly Tramontano is President and CEO of SWBC Investment Services and SWBC Investment Company. Since assuming this position in 2001, Kelly has created a Broker Dealer and Registered Investment Advisor (RIA), doubled the number of institutional clients, established a Wealth Management solution, and developed a platform for independent advisors. Kelly’s outstanding achievements qualified her as an MVP, and a member of the Century Club, Ambassador’s Club, and the President’s Club. She was named as Financial Network’s Outstanding Financial Institutions Division Representative of the Year in 1999 and was recognized as a Top Ten Achiever for 2001. Kelly was also named as one of San Antonio’s top “40 Under 40” Rising Stars and serves on a variety of boards and committees in the community.

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