Kelly C. McKernan
Plus aucun poste en cours
Profil
Ms. Kelly C.
McKernan is Senior Wealth Advisor at Boston Private Wealth LLC.
Ms. McKernan was employed by Bernstein Global Wealth Management, Deutsche Bank, Federal Deposit Insurance Corporation and North Fork Bank.
She received her BS in Management Science & Marketing from the State University of New York College at Geneseo and her MS in Finance from the Wallace E Carroll School of Management.
Anciens postes connus de Kelly C. McKernan
| Sociétés | Poste | Fin |
|---|---|---|
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Analyst-Equity | 01/05/2015 |
Formation de Kelly C. McKernan
| Wallace E Carroll School of Management | Graduate Degree |
| State University of New York College at Geneseo | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
