Robert Kelly Email & Phone Number

Robert Kelly Email & Phone Number

Managing Director and Financial Advisor @ J.P. Morgan

Robert Kelly Location

New York, NY, US

Robert Kelly Work

  • 2009 - now  Managing Director and Financial Advisor @ J.P. Morgan
  • 2006 - 2009 Senior Portfolio Manager @ Smith Barney
  • 2003 - 2006 Vice President of Investments, Senior Portfolio Manager @ Legg Mason

Robert Kelly Education

  • Cornell University

    Bachelor's degree (Applied Economics and Business Management)

    1986 - 1990

Robert Kelly Skills

  • Alternative Investments
  • Wealth
  • Wealth Management
  • Series 7
  • Asset Allocation
  • Fixed Income
  • Portfolio Management
  • Business Analysis
  • Finance
  • Financial Analysis

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 Alternative Investments, Wealth, Wealth Management, Series 7, Asset Allocation and more. Robert Kelly has 6 emails and 1 mobile phone numbers on RocketReach.

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