Joe Kelley
Portefeuillebeheerder-Aandelen bij Acropolis Investment Management LLC
Profiel
Mr. Joseph A.
Kelley is a Portfolio Manager at Acropolis Investment Management LLC.
He joined the firm in 2008.
He has over 35 years of career in commercial banking.
Mr. Kelley's banking experience includes developing and managing corporate loan and leasing relationships, managing business units for regional banks and running an independent community bank.
The common thread throughout his career has been the management of client relationships.
He has a wealth of experience in the financial services sector and keen sensitivity to his client’s needs.
He was previously employed as President by Concord Bank (St. Louis, Missouri), Senior Vice President by Bank Midwest (Spirit Lake, Iowa), Senior Vice President by First Bank (Creve Coeur, Missouri), and Senior Vice President by First Alliance Bank.
He received a B.S.B.A.
degree in Economics from the University of Denver.
Actieve functies van Joe Kelley
| Bedrijven | Functie | Begin |
|---|---|---|
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Portefeuillebeheerder-Aandelen | 01-01-2008 |
Eerdere bekende functies van Joe Kelley
| Bedrijven | Functie | Einde |
|---|---|---|
Concord Bank (St. Louis, Missouri)
 Concord Bank (St. Louis, Missouri) Regional BanksFinance Concord Bank operated as a state chartered commercial bank. The company was incorporated on December 11, 1995 and was headquartered in St. Louis, MO. | President | 31-12-2007 |
Bank Midwest (Spirit Lake, Iowa)
 Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Bank Midwest operates as state chartered commercial bank. It offers debit cards, online banking, payments and receipts, account service forms, order checks and account benefit support. The company was founded by R. L. Goodenow in 1882 and is headquartered in Spirit Lake, IA. | Corporate Officer/Principal | 30-11-2006 |
First Bank (Creve Coeur, Missouri)
 First Bank (Creve Coeur, Missouri) Regional BanksFinance First Bank operates as a state commercial bank. The company is headquartered in Creve Coeur, MO. | Corporate Officer/Principal | 31-01-2004 |
Everbank NA
 Everbank NA Savings BanksFinance Everbank NA provides nationwide banking and lending services to consumer, commercial and institutional clients. It provides personal, business and commercial banking services. The company was founded in 1961 and is headquartered in Jacksonville, FL. | Corporate Officer/Principal | 31-08-2002 |
Opleiding van Joe Kelley
| University of Denver | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
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Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Bank Midwest (Spirit Lake, Iowa)
Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Bank Midwest operates as state chartered commercial bank. It offers debit cards, online banking, payments and receipts, account service forms, order checks and account benefit support. The company was founded by R. L. Goodenow in 1882 and is headquartered in Spirit Lake, IA. | Finance |
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Finance |
First Bank (Creve Coeur, Missouri)
First Bank (Creve Coeur, Missouri) Regional BanksFinance First Bank operates as a state commercial bank. The company is headquartered in Creve Coeur, MO. | Finance |
Concord Bank (St. Louis, Missouri)
Concord Bank (St. Louis, Missouri) Regional BanksFinance Concord Bank operated as a state chartered commercial bank. The company was incorporated on December 11, 1995 and was headquartered in St. Louis, MO. | Finance |
Everbank NA
Everbank NA Savings BanksFinance Everbank NA provides nationwide banking and lending services to consumer, commercial and institutional clients. It provides personal, business and commercial banking services. The company was founded in 1961 and is headquartered in Jacksonville, FL. | Finance |
