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Elizabeth Kelly

Chief of Staff, United Income

 

Elizabeth Kelly serves as Chief of Staff for United Income, which uses technology to provide holistic financial planning and money management services for people nearing or entering retirement.

Prior to joining United Income, Elizabeth served as Special Assistant to the President at the White House National Economic Council. In that capacity, she led White House engagement with federal agencies and external partners to develop and execute the President’s retirement security, financial inclusion, unemployment insurance, Puerto Rico, and sustainable capitalism agendas. She also helped launch myRA (a no-fee starter savings product from the Treasury Department) and coordinated the development, rollout, and defense of major rules and guidance, including the fiduciary (“conflict of interest”) rule, Military Lending Act rules closing prior loopholes to cap loans to service members at 36% APR, and rules enabling states to create their own retirement savings plans. For her work, Elizabeth was chosen as one of Forbes 30 Under 30 in Law & Policy.

Earlier in her career, Elizabeth worked at the U.S. Department of Housing and Urban Development and as a law clerk to Judge Stephen A. Higginson on the U.S. Court of Appeals for the Fifth Circuit.

A native of New Orleans, Elizabeth holds a J.D. from Yale Law School, an MSc in Comparative Social Policy from the University of Oxford, and a B.A. from Duke University.