![Jake E.J. 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>)
Profil
Jake E.J.
Kelly worked as a Junior Trader at Cardinal Capital Management LLC from 2021 to 2024.
Prior to that, he was an Associate at Bourgeon Capital Management LLC from 2016 to 2019.
Mr. Kelly completed his undergraduate degree at the University of Connecticut in 2018.
Anciens postes connus de Jake E.J. Kelly
| Sociétés | Poste | Fin |
|---|---|---|
Cardinal Capital Management LLC
 Cardinal Capital Management LLC Investment ManagersFinance Cardinal Capital Management engages in a buy and hold investment strategy that focuses on investments in domestic micro-cap, small-cap and SMID-cap value equities. The firm buys securities and holds them for a relatively long period of time, regardless of short-term factors such as fluctuations in the market or volatility of the stock price. From time to time, however, Cardinal may hold securities for significantly shorter periods of time. The firm searches for investment opportunities within inefficient market niches with emphasis on companies emerging from bankruptcy or corporate restructurings such as spin-offs. They seek to identify companies that are not yet well known or are underfollowed, and to develop opinions on out-of-favor companies businesses. Cardinal also investigates corporate events that often signal undervaluation by tracking large share repurchase activity, significant insider buying and announcements that companies are pursuing strategic alternatives. | Trading-Equity | 01/06/2024 |
Bourgeon Capital Management LLC
 Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon primarily utilizes fundamental analysis when evaluating the merits of a potential investment. The firm’s decisions about the securities that they purchase or recommend for each client are based on their evaluation of the investment objectives of the client and any investment restrictions that the client has imposed. Bourgeon’s investment strategy includes the objective of a broad degree of issuer diversification. Generally, their clients authorize them to invest their assets primarily in publicly traded securities and shares of mutual funds and ETFs. | Analyst-Equity | 01/06/2019 |
Formation de Jake E.J. Kelly
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Cardinal Capital Management LLC
Cardinal Capital Management LLC Investment ManagersFinance Cardinal Capital Management engages in a buy and hold investment strategy that focuses on investments in domestic micro-cap, small-cap and SMID-cap value equities. The firm buys securities and holds them for a relatively long period of time, regardless of short-term factors such as fluctuations in the market or volatility of the stock price. From time to time, however, Cardinal may hold securities for significantly shorter periods of time. The firm searches for investment opportunities within inefficient market niches with emphasis on companies emerging from bankruptcy or corporate restructurings such as spin-offs. They seek to identify companies that are not yet well known or are underfollowed, and to develop opinions on out-of-favor companies businesses. Cardinal also investigates corporate events that often signal undervaluation by tracking large share repurchase activity, significant insider buying and announcements that companies are pursuing strategic alternatives. | Finance |
Bourgeon Capital Management LLC
Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon primarily utilizes fundamental analysis when evaluating the merits of a potential investment. The firm’s decisions about the securities that they purchase or recommend for each client are based on their evaluation of the investment objectives of the client and any investment restrictions that the client has imposed. Bourgeon’s investment strategy includes the objective of a broad degree of issuer diversification. Generally, their clients authorize them to invest their assets primarily in publicly traded securities and shares of mutual funds and ETFs. | Finance |
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Choisissez Zonebourse 
