Robert Kelly Email & Phone Number
Managing Director and Financial Advisor @ J.P. Morgan
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Robert Kelly Location
- New York, NY, US
Robert Kelly Work
- Managing Director and Financial Advisor @ (March 2009 - Present)
- Senior Portfolio Manager @ Smith Barney (February 2006 - March 2009)
- Vice President of Investments, Senior Portfolio Manager @ (March 2003 - February 2006)
- Portfolio Manager @ (July 1990 - March 2003)
Robert Kelly Education
- Cornell University
Bachelor's degree (Applied Economics and Business Management)
1986-1990
Robert Kelly Skills
- Asset Allocation
- Fixed Income
- Wealth Management
- Alternative Investments
- Wealth
- Series 7
- Portfolio Management
- Business Analysis
- Finance
- Financial Analysis
- Securities
Robert Kelly Summary
- Robert Kelly, based in New York, NY, US, is currently a Managing Director and Financial Advisor at J.P. Morgan Securities. Robert Kelly brings experience from previous roles at Smith Barney, Legg Mason and Prudential Financial. Robert Kelly holds a 1986 - 1990 Bachelor's degree in Applied Economics and Business Management @ Cornell University. With a robust skill set that includes Asset Allocation, Fixed Income, Wealth Management, Alternative Investments, Wealth and more. Robert Kelly has 2 emails and 1 mobile phone numbers on RocketReach.
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