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Charlie Kelly
Managing Director at CIBC Innovation Bank
Charlie Kelly is a key figure at French Parrill Kelly, a boutique wealth management group specializing in assisting corporate executives of public and private companies. The firm excels in private portfolio management, wealth forecasting/analytics, concentrated stock management, and private banking/customized lending. They integrate process, structure, philosophy, and execution to develop unique asset management frameworks, emphasizing the importance of running portfolio assets with the same rigor as a successful company. With a team boasting over 65 years of combined experience, a nationwide presence, and a refined asset management approach, Charlie and his group are well-equipped to address the intricate financial needs of corporate executives in diverse markets. Their central focus is establishing lasting relationships by prioritizing stewardship, trust, skillful execution, and consistent performance.
