Profil
James Vincent Kelly was the founder of Kelly Capital Management LLC, which was founded in 2004, where he held the title of President from 2004 to 2021.
He was also a former Chairman & Chief Executive Officer at Addison Capital Management, LLC.
Additionally, he held the title of Executive Vice President at Walnut Asset Management LLC from 2003 to 2005.
Mr. Kelly received an undergraduate degree from the University of Virginia and an MBA from New York University.
Anciens postes connus de Jim Kelly
| Sociétés | Poste | Fin |
|---|---|---|
Kelly Capital Management LLC
 Kelly Capital Management LLC Investment ManagersFinance Kelly Capital Management LLC (KCM) is an asset management firm headquartered in Avondale, Pennsylvania. The firm was founded in 2004 by James Kelly. KCM provides investment advisory services to individuals (both high-net worth and non-high net worth), all types of retirement plans, corporate assets, charitable organizations, foundations, and endowments. | Directeur Général | 01/07/2021 |
Walnut Asset Management LLC
 Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Gestionnaire de Portefeuille-Actions | 22/07/2005 |
| Addison Capital Management, LLC | Président | - |
Formation de Jim Kelly
| University of Virginia | Undergraduate Degree |
| New York University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Walnut Asset Management LLC
Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Finance |
Kelly Capital Management LLC
Kelly Capital Management LLC Investment ManagersFinance Kelly Capital Management LLC (KCM) is an asset management firm headquartered in Avondale, Pennsylvania. The firm was founded in 2004 by James Kelly. KCM provides investment advisory services to individuals (both high-net worth and non-high net worth), all types of retirement plans, corporate assets, charitable organizations, foundations, and endowments. | Finance |
| Addison Capital Management, LLC | Finance |
