Michael D. Kelly

Mr. Kelly joined Ashbridge in 2001 to cultivate and expand existing and prospective client relationships.
He brings extensive investment and wealth management experience to the Ashbridge team.
Prior to joining Ashbridge, Mr. Kelly was Vice President and Director of Client Service at Janney Money Management Services, the investment management consulting arm of Janney Montgomery Scott, LLC.
While at JMS, He oversaw all client services related to investment policy and asset allocation strategy development, money manger search and selection as well as portfolio optimization and performance monitoring.
These clients included wealthy individuals and families, endowments and foundations, and other large institutional plans.
Mr. Kelly began his career at Dow Jones News Service where he created, edited and marketed a leading institutional investor newsletter covering REITs.
He later worked at First International Asset Management in Naples, FL as a trader and assistant portfolio manager working exclusively with wealthy individuals and families.
He also has a background in private equity investing with MHM Holdings, Inc., a subsidiary of Ver Dun Hill Partners, where he helped acquire and manage the operations of a diverse portfolio of companies.
He has a bachelor's degree from The Wharton School of the University of Pennsylvania with a concentration in economics and management.