Kelly Noll

CFA

Director, Valuation & Financial Opinion Services

Adding it all up.

You could say a career in finance was in the cards for Kelly… or, more accurately, in the car. Family road trips meant hours of math games, instead of that license plate game the rest of us were playing. Her mom, dad, brother and husband are all in the business as well, so she’s in good company.

From being named her high school valedictorian to managing a portion of her college’s endowment fund, to her work with the valuation group at GBQ, Kelly’s accomplishments are many; now over a decade into her career, she’s as passionate about her work as ever. With all that finance in the family, we’re pretty sure her kids won’t be majoring in poetry.

Contact
knoll@bpy.marajservices.com
Additional Resources
Columbus
Education
  • Ohio University, B.S.
Supported By
Community Activities
  • ACG WiT (Association for Corporate Growth of Women in Transactions) Inaugural Committee Member
  • The Catholic Foundation of Columbus Finance Committee Member
  • Cristo Rey Garden Party Planning Committee Member

 

Professional Associations
  • Association for Corporate Growth
  • CFA Institute
  • CFA Society of Columbus
  • The ESOP Association
  • The Catholic Foundation Professional Advisors Group
Past Speaking Engagements
  • February 2021: Society of Financial Service Professionals – “Succession Planning and Buy-Sell Agreements  – Address Now or Distress Later”
  • November 2020: Worthington Estate Planning Council – “Impact of COVID-19 on Business Valuation: A General Overview”
  • November 2019: Worthington Estate Planning Council – “Succession Planning and Buy-Sell Agreements: Transitioning Ownership Interests”
  • November 2018: The Catholic Foundation Sauter Seminar – “Maximizing the Value of Your Business”
  • October/November 2018: GBQ Consulting LLC (Cincinnati and Columbus, OH) – “Dispelling 10 Myths about the Valuation of Your Business”
  • May 2018: Association for Corporate Growth Case Study Series – “What is the Value of My Business”
  • September 2017: GBQ Consulting LLC (Cincinnati, OH) – “Selling Your Practice: Tips for Maximizing Value”
  • April 2017: The Catholic Foundation Martha’s Group – “Business Planning”

 

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