Roland Duane Kelly
Fondateur chez Spectrum Asset Management, Inc. (California)
Postes actifs de Roland Duane Kelly
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Spectrum Asset Management, Inc. (California)
 Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Président | 01/01/1987 | - |
| Directeur en chef des Investissements | 01/01/1987 | - | |
| Fondateur | 01/01/1987 | - |
Historique de carrière de Roland Duane Kelly
Anciens postes connus de Roland Duane Kelly
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Lenox Capital Management, Inc.
 Lenox Capital Management, Inc. Investment ManagersFinance Lenox Capital Management, Inc. (Lenox CM) is an independent asset management firm headquartered in New Lenox, Illinois. The firm was founded in 1998. Lenox CM offers portfolio management for individuals, businesses, and institutional clients and provides investment supervisory services for their client accounts. Their clients include high-net worth individuals and other individuals, as well as pension and profit-sharing plans. | President | - | - |
Arbor Investment Management LLC
 Arbor Investment Management LLC Investment ManagersFinance Arbor Investment Management LLC provides investment advisory services. It offers Financial Forecasting and Total Asset Allocation Guidance, Direct Investment Portfolio Management, Financial Advice and Advocacy services. The company is headquartered in Ann Arbor, MI. | Corporate Officer/Principal | - | - |
Formation de Roland Duane Kelly
| California State University-Los Angeles | Undergraduate Degree |
| Pepperdine University | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 6 |
Opérationnelle
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
| Chairman | 1 |
Sectorielle
| Finance | 4 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Spectrum Asset Management, Inc. (California)
Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Finance |
Arbor Investment Management LLC
Arbor Investment Management LLC Investment ManagersFinance Arbor Investment Management LLC provides investment advisory services. It offers Financial Forecasting and Total Asset Allocation Guidance, Direct Investment Portfolio Management, Financial Advice and Advocacy services. The company is headquartered in Ann Arbor, MI. | Finance |
Lenox Capital Management, Inc.
Lenox Capital Management, Inc. Investment ManagersFinance Lenox Capital Management, Inc. (Lenox CM) is an independent asset management firm headquartered in New Lenox, Illinois. The firm was founded in 1998. Lenox CM offers portfolio management for individuals, businesses, and institutional clients and provides investment supervisory services for their client accounts. Their clients include high-net worth individuals and other individuals, as well as pension and profit-sharing plans. | Finance |
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