Historique de carrière de Jim Kelly
Anciens postes connus de Jim Kelly
Sociétés | Poste | Début | Fin |
---|---|---|---|
Kelly Capital Management LLC
Kelly Capital Management LLC Investment ManagersFinance Kelly Capital Management LLC (KCM) is an asset management firm headquartered in Avondale, Pennsylvania. The firm was founded in 2004 by James Kelly. KCM provides investment advisory services to individuals (both high-net worth and non-high net worth), all types of retirement plans, corporate assets, charitable organizations, foundations, and endowments. | Directeur Général | 01/10/2004 | 01/07/2021 |
Directeur en chef des Investissements | 01/10/2004 | 01/07/2021 | |
Compliance Officer | 01/10/2004 | 01/07/2021 | |
Directeur des opérations | 01/10/2004 | 01/07/2021 | |
Directeur Financier/CFO | 01/10/2004 | 01/07/2021 | |
Fondateur | 01/10/2004 | 01/07/2021 | |
President | 01/10/2004 | 01/07/2021 | |
Walnut Asset Management LLC
Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Gestionnaire de Portefeuille-Actions | 05/02/2003 | 22/07/2005 |
Addison Capital Management, LLC | Président | - | - |
President | - | - |
Formation de Jim Kelly
University of Virginia | Undergraduate Degree |
New York University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
President | 2 |
Portfolio Manager-Equities | 1 |
Chief Executive Officer | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Walnut Asset Management LLC
Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Finance |
Kelly Capital Management LLC
Kelly Capital Management LLC Investment ManagersFinance Kelly Capital Management LLC (KCM) is an asset management firm headquartered in Avondale, Pennsylvania. The firm was founded in 2004 by James Kelly. KCM provides investment advisory services to individuals (both high-net worth and non-high net worth), all types of retirement plans, corporate assets, charitable organizations, foundations, and endowments. | Finance |
Addison Capital Management, LLC | Finance |