Chris Kelly
Lid van de Investeringscommissie bij Baltimore-Washington Financial Advisors, Inc.
Profiel
Mr. John C.
Kelly, CPA, is a Financial Advisor & Senior Relationship Manager at Baltimore-Washington Financial Advisors, Inc. His expertise includes comprehensive financial planning and investment portfolio management and strategy.
He is a member of the firm’s Executive Management Committee, as well as the Investment Management Committee.
He has worked in the accounting and wealth management industry for 18 years at regional, national and international level firms, and has been at BWFA since 2009.
He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER.
He holds both a B.S.
in Finance from the University of Maryland, and a Master’s degree in Accounting from George Washington University.
Actieve functies van Chris Kelly
| Bedrijven | Functie | Begin |
|---|---|---|
Baltimore-Washington Financial Advisors, Inc.
 Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations. | Lid van de Investeringscommissie | 01-10-2009 |
Eerdere bekende functies van Chris Kelly
| Bedrijven | Functie | Einde |
|---|---|---|
Deloitte LLP (New York)
 Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Opleiding van Chris Kelly
| University of Maryland | Undergraduate Degree |
| George Washington University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Baltimore-Washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations. | Finance |
Deloitte LLP (New York)
Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY. | Commercial Services |
