![Julie D. Kelly](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Prior to joining Logan, Ms. Kelly served as a Financial Advisor at CoreStates Capital Advisors from 2008 to 2009.
Most recently, she was a member of BNY Mellon's Private Wealth Management Group in the Mid-Atlantic region.
Prior to Mellon, she held relationship management positions with Summit Bancorp and the American National Bank & Trust in Chicago, where she was a manager in middle market lending.
Ms. Kelly received her Bachelors degree in Finance from Indiana University in Bloomington, Indiana and holds a Series 66 license.
Eerdere bekende functies van Julie D. Kelly
Bedrijven | Functie | Einde |
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CoreStates Capital Advisors LLC
![]() CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania. | Portefeuillebeheerder-Aandelen | 31-12-2009 |
Logan Capital Management, Inc.
![]() Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Portefeuillebeheerder-Aandelen | 24-10-2012 |
American National Bank & Trust Co. (Virginia)
![]() American National Bank & Trust Co. (Virginia) Investment ManagersFinance Founded in 1909, American National Bank & Trust Co. (ANBT) is a community bank and financial services firm headquartered in Danville, Virginia. The firm is a subsidiary of American National Bankshares, Inc. (NASDAQ: AMNB). ANBT serves customers in Southern and Central Virginia and the northern portion of Central North Carolina. They provide an array of financial products and services including commercial, mortgage, and consumer banking; trust and investment services; and insurance. | Corporate Officer/Principal | - |
The Summit Bancorporation (New Jersey) | Corporate Officer/Principal | - |
The Bank of New York Mellon Corp. (Investment Management)
![]() The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Corporate Officer/Principal | - |
Opleiding van Julie D. Kelly
Indiana University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 5 |
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CoreStates Capital Advisors LLC
![]() CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania. | Finance |
The Bank of New York Mellon Corp. (Investment Management)
![]() The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Finance |
The Summit Bancorporation (New Jersey) | Finance |
American National Bank & Trust Co. (Virginia)
![]() American National Bank & Trust Co. (Virginia) Investment ManagersFinance Founded in 1909, American National Bank & Trust Co. (ANBT) is a community bank and financial services firm headquartered in Danville, Virginia. The firm is a subsidiary of American National Bankshares, Inc. (NASDAQ: AMNB). ANBT serves customers in Southern and Central Virginia and the northern portion of Central North Carolina. They provide an array of financial products and services including commercial, mortgage, and consumer banking; trust and investment services; and insurance. | Finance |
Logan Capital Management, Inc.
![]() Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Finance |