PEOPLE & EXPERTISE
Kelton Partners Intelligence brings together operating leadership, specialist perspective and technology capability around each client mandate.
LEADERSHIP
Leadership
Kelvin sets the firm’s operating direction, shapes client engagement design and remains accountable for delivery standards across operating, data and AI-enabled work.
EXTERNAL ADVISORS
Advisor participation is engagement-specific and subject to agreed scope, availability and client requirements.
External Advisor — KYC, AML & Financial Crime
Provides perspective on institutional onboarding, ownership structures, risk classification, remediation and control design where a mandate requires specialist review.
External Advisor — FATCA, CRS & Tax Transparency
Supports the review of entity classification, investor documentation, reporting data, exception remediation and governance for FATCA and CRS workflows.
TECHNOLOGY & AI CAPABILITY
Capability may be provided through employees, contractors or agreed delivery partners depending on the mandate. These profiles describe delivery roles rather than employment status.
AI Systems Lead
Designs enterprise AI systems, internal copilots and workflow agents with permission-aware retrieval, document intelligence and human review.
Data & Workflow Engineer
Connects fragmented financial data, spreadsheets and operating processes through validation, exception handling, lineage and reporting infrastructure.
Product & Platform Engineer
Builds the applications and platform components that support client solutions, including APIs, permissions, system integration and production deployment.
AI Governance & Evaluation Lead
Defines model testing, output evaluation, human-review thresholds, traceability and release controls for AI-enabled workflows.
Start with the operating problem, responsibility boundary and outcome that matter most.