Socius Family Office
Kaylyn Melia is the Chief Operating Officer at Socius Family Office. As COO, she leads a team that facilitates reporting, bookkeeping, and bill pay services. Additionally, Kaylyn collaborates with advisors to onboard clients, manage vendor relationships, and oversee technology integrations.
Kaylyn joined Socius in April of 2017. Prior to her current role, she spent 8 years working for Pershing and its affiliates. Most recently, she oversaw 50 registered investment advisory relationships as an Account Manager for Pershing Advisor Solutions.
Kaylyn graduated from Stetson University with a Bachelor of Business Administration in International Business, and from Liberty University with a Master of Business Administration.