Kelly McKernan Email & Phone Number
Senior Vice President and Wealth Manager @ Appleton Partners, Inc.
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Kelly McKernan Location
- Boston, MA, US
Kelly McKernan Work
- 2015 - now Senior Vice President and Wealth Manager @
- 2011 - 2015 Senior Vice President and Portfolio Manager @
- 2004 - 2010 Vice President @
- 1994 - 2004 Vice President and Defined Contribution Sales and Marketing @
- 1992 - 1994 Bank Liquidator @
- 1987 - 1992 Lender @
Kelly McKernan Education
- Boston College
Master Of Science (Finance)
- SUNY College at Geneseo
Bachelor Of Science (Marketing, Management Science)
Kelly McKernan Skills
- Alternative Investments
- Estate Planning
- Series 63
- Economics
- Portfolio Management
- Investments
- Finance
- Asset Allocation
- Strategic Planning
- Investment Advisory
- Strategy
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Investment Strategies
- Asset Management
- Wealth
- Management
- Retirement
- Series 7
- Securities
- Hedge Funds
- Investment Management
Kelly McKernan Summary
- Kelly McKernan, based in Boston, MA, US, is currently a Senior Vice President and Wealth Manager at Appleton Partners, Inc.. Kelly McKernan brings experience from previous roles at Private, Bernstein Private Wealth Management, Deutsche Bank and Federal Deposit Insurance Corporation (Fdic). Kelly McKernan holds a Master Of Science in Finance @ Boston College. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Economics, Portfolio Management and more. Kelly McKernan has 2 emails and 1 mobile phone numbers on RocketReach.
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