Kelly Downs's Location
Atlanta, GA, US
Kelly Downs's Work
- Chief Operating Officer @ Berman Capital Advisors, LLC
- Wealth Advisor @ Berman Capital Advisors, LLC
- Manager of Operations @ Berman Capital Advisors, LLC
- Private Wealth Management @ Goldman Sachs
- Team Manager @ Fisher Investments
Kelly Downs's Education
- West Virginia University
Bachelor Of Science (Finance)
1996 - 2000
Kelly Downs's Skills
- Equities
- Asset Management
- Investments
- Fixed Income
- Alternative Investments
- Leadership
- Financial Analysis
- Portfolio Management
- Asset Allocation
- Financial Modeling
Kelly Downs's Summary
Kelly Downs, based in Atlanta, GA, US, is currently a Chief Operating Officer at Berman Capital Advisors, LLC, bringing experience from previous roles at Berman Capital Advisors, LLC, Goldman Sachs and Fisher Investments. Kelly Downs holds a 1996 - 2000 Bachelor Of Science in Finance @ West Virginia University. With a robust skill set that includes Equities, Asset Management, Investments, Fixed Income, Alternative Investments and more, Kelly Downs contributes valuable insights to the industry. Kelly Downs has 5 emails and 1 mobile phone number on RocketReach.
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Susan Yum
Associate Director, Private Wealth Client Services at Berman Capital Advisors, LLC
Alpharetta, GA, US32 -
ViewSerina Hasanji
Associate Wealth Advisor at Berman Capital Advisors, LLC
Atlanta, Georgia, United States42 -
ViewDavid Zisek
Associate, Investment Strategy at Berman Capital Advisors, LLC
Atlanta, Georgia, United States33
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