Kelly Corwin McKernan

Membre du Comité d'Investissement chez Appleton Partners, Inc.

Profil

Ms. Kelly C.
McKernan is a Senior Vice President & Portfolio Manager at Appleton Partners, Inc. She is responsible for managing investment portfolios and the overall private client relationship for individuals, families, foundations and endowments.
She also works closely with clients’ outside advisors – attorneys, tax professionals and trustees – to coordinate and deliver a comprehensive wealth management strategy to her clients.
She is a member of Appleton’s Equity Investment Committee.
Prior to joining Appleton, Ms. McKernan was a Portfolio Manager at Boston Private Bank & Trust, and previously a Financial Advisor for the Private Client Group of Bernstein Global Wealth Management.
She also spent ten years at Deutsche Bank (formerly Scudder, Stevens & Clark), worked for the Division of Liquidation at the FDIC, and held various financial roles for North Fork Bank in New York.
She received her undergraduate degree from The State University of New York and a graduate degree from Boston College.

Postes actifs de Kelly Corwin McKernan

Sociétés	Poste	Début
Appleton Partners, Inc.	Membre du Comité d'Investissement	-

Anciens postes connus de Kelly Corwin McKernan

Sociétés	Poste	Fin
Boston Private Bank & Trust Co.	President	02/10/2014
North Fork Bank	Corporate Officer/Principal	-
Scudder Stevens & Clark Inc	Corporate Officer/Principal	-
Bernstein Global Wealth Management	Corporate Officer/Principal	-

Formation de Kelly Corwin McKernan

Boston College	Graduate Degree
The State University of New York	Undergraduate Degree