![Jay Aubrey Kellett](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jay Aubrey Kellett
Directeur Général chez
KCM Investment Advisors LLC
Profil
Mr. Jay A. Kellett is a Founder, Chief Executive Officer & Chief Investment Officer at KCM Investment Advisors LLC.
He founded KCM in 1996.
In January of 1970, Mr. Kellett joined Smith Barney & Co. in the corporate bond department in New York and was transferred to San Francisco as a member of the institutional fixed income department.
In 1981, he joined Merrill Lynch as a Sr. Vice President to establish the firm’s West Coast fixed income department, and in 1988 joined Prudential Securities as Senior Vice President and Western Regional Manager.
Mr. Kellett received BS degree from the University of Wisconsin at Madison, where he also attended the Graduate School of Business and Finance.
Postes actifs de Jay Aubrey Kellett
| Sociétés | Poste | Début |
|---|---|---|
KCM Investment Advisors LLC
 KCM Investment Advisors LLC Investment ManagersFinance KCM utilizes a customized approach to establish proper asset allocation to meet the specific needs and risk tolerance of each client. The firm believes in the long-term potential of the stock and bond markets to achieve financial wealth. Their investment philosophy focuses on the importance of compounding growth. | Directeur Général | 01/01/1996 |
Anciens postes connus de Jay Aubrey Kellett
| Sociétés | Poste | Fin |
|---|---|---|
Prudential Securities
 Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/1995 |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Corporate Officer/Principal | 31/12/1987 |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/1980 |
Formation de Jay Aubrey Kellett
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
86
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
KCM Investment Advisors LLC
KCM Investment Advisors LLC Investment ManagersFinance KCM utilizes a customized approach to establish proper asset allocation to meet the specific needs and risk tolerance of each client. The firm believes in the long-term potential of the stock and bond markets to achieve financial wealth. Their investment philosophy focuses on the importance of compounding growth. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
