Profil
Mr. Kelly joined Ashbridge in 2001 to cultivate and expand existing and prospective client relationships.
He brings extensive investment and wealth management experience to the Ashbridge team.
Prior to joining Ashbridge, Mr. Kelly was Vice President and Director of Client Service at Janney Money Management Services, the investment management consulting arm of Janney Montgomery Scott, LLC.
While at JMS, He oversaw all client services related to investment policy and asset allocation strategy development, money manger search and selection as well as portfolio optimization and performance monitoring.
These clients included wealthy individuals and families, endowments and foundations, and other large institutional plans.
Mr. Kelly began his career at Dow Jones News Service where he created, edited and marketed a leading institutional investor newsletter covering REITs.
He later worked at First International Asset Management in Naples, FL as a trader and assistant portfolio manager working exclusively with wealthy individuals and families.
He also has a background in private equity investing with MHM Holdings, Inc., a subsidiary of Ver Dun Hill Partners, where he helped acquire and manage the operations of a diverse portfolio of companies.
He has a bachelor's degree from The Wharton School of the University of Pennsylvania with a concentration in economics and management.
Ehemalige bekannte Positionen von Michael D. Kelly
Unternehmen | Position | Ende |
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Ashbridge Investment Management LLC
Ashbridge Investment Management LLC Investment ManagersFinance Founded in 1992 by Charles Grace, Jr., Ashbridge Investment Management LLC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Threshold Group, an independent wealth advisor located in Gig Harbor, Washington. Ashbridge functions as the Grace family office and advises substantial individuals, families and related philanthropic entities | Portfolio Manager-Aktien | 31.12.2006 |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Corporate Officer/Principal | 31.12.2000 |
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Private Unternehmen | 2 |
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Ashbridge Investment Management LLC
Ashbridge Investment Management LLC Investment ManagersFinance Founded in 1992 by Charles Grace, Jr., Ashbridge Investment Management LLC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Threshold Group, an independent wealth advisor located in Gig Harbor, Washington. Ashbridge functions as the Grace family office and advises substantial individuals, families and related philanthropic entities | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Finance |