Kelly Erb Partner, Head of Content

Kelly is the Head of Content at Substance Strategy & Creative. She brings a wealth of experience to our team with over 30 years of developing strategic content and marketing for financial services organizations.

Her career spans the industry, beginning at The Hartford (Planco) and later with SEI and Lincoln Financial Group. She served as Vice President, Content Marketing at Brinker Capital (now Orion Advisor Services) where she successfully marketed the launch of a proprietary mutual fund family and developed a multi-tiered communication framework for the reallocation of $10B in assets.

With specialized expertise in the areas of investment management, wealth planning, fintech and the high net worth landscape, Kelly is passionate about creating impactful content that distills complex topics into approachable language without fluff or jargon.