Karriereverlauf von Jim Kelly
Ehemalige bekannte Positionen von Jim Kelly
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Kelly Capital Management LLC
 Kelly Capital Management LLC Investment ManagersFinance Kelly Capital Management LLC (KCM) is an asset management firm headquartered in Avondale, Pennsylvania. The firm was founded in 2004 by James Kelly. KCM provides investment advisory services to individuals (both high-net worth and non-high net worth), all types of retirement plans, corporate assets, charitable organizations, foundations, and endowments. | Vorstandsvorsitzender | 01.10.2004 | 01.07.2021 |
| Chief Investment Officer | 01.10.2004 | 01.07.2021 | |
| Compliance Officer | 01.10.2004 | 01.07.2021 | |
| Geschäftsführer | 01.10.2004 | 01.07.2021 | |
| Finanzdirektor/CFO | 01.10.2004 | 01.07.2021 | |
| Gründer | 01.10.2004 | 01.07.2021 | |
| Präsident | 01.10.2004 | 01.07.2021 | |
Walnut Asset Management LLC
 Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Portfolio Manager-Aktien | 05.02.2003 | 22.07.2005 |
| Addison Capital Management, LLC | Vorsitzender | - | - |
| Präsident | - | - |
Ausbildung von Jim Kelly
| University of Virginia | Undergraduate Degree |
| New York University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 6 |
Operativ
| President | 2 |
| Portfolio Manager-Equities | 1 |
| Chief Executive Officer | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Walnut Asset Management LLC
Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Finance |
Kelly Capital Management LLC
Kelly Capital Management LLC Investment ManagersFinance Kelly Capital Management LLC (KCM) is an asset management firm headquartered in Avondale, Pennsylvania. The firm was founded in 2004 by James Kelly. KCM provides investment advisory services to individuals (both high-net worth and non-high net worth), all types of retirement plans, corporate assets, charitable organizations, foundations, and endowments. | Finance |
| Addison Capital Management, LLC | Finance |
