Kevin Kelly

Kevin Kelly is an experienced investor with a track record of success spanning over 15 years across various asset classes like equity, fixed income, and real estate. His expertise lies in identifying broader industry and economic trends as well as specific company catalysts. Kevin values the significance of recognizing major industry shifts, viewing them as crucial points for investors to stand out and navigate risks and opportunities effectively.

Outside of his professional endeavors, Kevin actively engages in supporting non-profit organizations that assist homeless youth, notably Covenant House, through endurance challenges that he has been participating in for more than two decades. These challenges not only showcase his commitment to philanthropy but also demonstrate his resilience and determination.

Kevin Kelly's diverse interests extend to nutrition, mindfulness, and overall health and wellness. He is deeply passionate about these areas and strives to incorporate them into his daily life. Additionally, Kevin finds joy in comedy and firmly believes in the positive impact humor can have on an individual's well-being.

On a personal note, Kevin treasures spending quality time with his expanding family, which includes his wife and their newborn son. Family holds a special place in his heart, and he prioritizes creating lasting memories with his loved ones.

Kevin Kelly's academic background comprises a High School Diploma from Saint Thomas Aquinas High School and a Bachelor of Science in Economics, Finance, and Accounting earned Summa Cum Laude from the University of Pennsylvania. His educational foundation has equipped him with the knowledge and skills necessary to excel in the finance and investment realm.

Throughout his career, Kevin has held prominent positions at reputable organizations, including his current role as a Portfolio Manager and Investment Committee Member at Advisors Capital Management. He has also served as a Portfolio Manager at a Hedge Fund, Vice President at Goldman Sachs, and held roles at Oak Hill Advisors, L.P., and Deutsche Bank. Kevin's professional journey reflects his dedication to the finance industry and his ability to thrive in demanding and competitive environments.