![Chris Kelly](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Chris Kelly
Lid van de Investeringscommissie bij
Baltimore-Washington Financial Advisors, Inc.
Profiel
Mr. John C.
Kelly, CPA, is a Financial Advisor & Senior Relationship Manager at Baltimore-Washington Financial Advisors, Inc. His expertise includes comprehensive financial planning and investment portfolio management and strategy.
He is a member of the firm’s Executive Management Committee, as well as the Investment Management Committee.
He has worked in the accounting and wealth management industry for 18 years at regional, national and international level firms, and has been at BWFA since 2009.
He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER.
He holds both a B.S.
in Finance from the University of Maryland, and a Master’s degree in Accounting from George Washington University.
Actieve functies van Chris Kelly
| Bedrijven | Functie | Begin |
|---|---|---|
Baltimore-Washington Financial Advisors, Inc.
 Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance BWFA seeks to create diversified client portfolios that earn favorable investment returns while controlling volatility and risk according to the parameters of each client's chosen investment model. The firm works to achieve strong performance over multiple market cycles, endeavoring to select those securities that they believe represent the most attractive opportunities for their clients over the long term. BWFA focuses on investing in securities that they believe are undervalued at the time of purchase and have the potential for growth. | Lid van de Investeringscommissie | 01-10-2009 |
Eerdere bekende functies van Chris Kelly
| Bedrijven | Functie | Einde |
|---|---|---|
Deloitte LLP (New York)
 Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Provides audit, consulting, tax and financial advisory services | Corporate Officer/Principal | - |
Opleiding van Chris Kelly
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
88
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
George Washington University
 George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deloitte LLP (New York)
Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Provides audit, consulting, tax and financial advisory services | Commercial Services |
Baltimore-Washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance BWFA seeks to create diversified client portfolios that earn favorable investment returns while controlling volatility and risk according to the parameters of each client's chosen investment model. The firm works to achieve strong performance over multiple market cycles, endeavoring to select those securities that they believe represent the most attractive opportunities for their clients over the long term. BWFA focuses on investing in securities that they believe are undervalued at the time of purchase and have the potential for growth. | Finance |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
