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
- 2009 -now Managing Director and Financial Advisor @
- 2006 -2009 Senior Portfolio Manager @ Smith Barney
- 2003 -2006 Vice President of Investments, Senior Portfolio Manager @
- 1990 -2003 Portfolio Manager @
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
- 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 Alternative Investments, Wealth, Wealth Management, Series 7, Asset Allocation and more. Robert Kelly has 2 emails and 1 mobile phone numbers on RocketReach.
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