Profil
Mr. Michael F.
Kelley is a Portfolio Manager at Sequoia Financial Advisors LLC and a Director of Portfolio Management at Zeke Capital Advisors LLC.
Prior to joining Zeke, he served as a primary point of contact for high-net worth individuals with The Vanguard Group in Malvern, PA.
Previously, he spent three years with Harbour Bridge Wealth Management Advisors in Summit, NJ, constructing and implementing investment portfolios while providing a full suite of financial services to affluent clients.
He earned a Bachelor of Arts degree, cum laude, from Manhattan College in 2007 and a Master of Science degree from the University of Miami in 2008.
Anciens postes connus de Michael Kelley
| Sociétés | Poste | Fin |
|---|---|---|
Zeke Capital Advisors LLC
 Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Analyst-Equity | 01/01/2020 |
Formation de Michael Kelley
| Manhattan College | Undergraduate Degree |
| University of Miami | Graduate Degree |
Expériences
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Relations au 1er degré
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| Entreprise privées | 1 |
|---|---|
Zeke Capital Advisors LLC
Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Finance |
