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Kelly Corwin McKernan
Membre du Comité d'Investissement chez
Appleton Partners, Inc.
Profil
Ms. Kelly C.
McKernan is a Senior Vice President & Wealth Manager at Appleton Partners, Inc. She is responsible for managing investment portfolios and the overall private client relationship for individuals, families, foundations and endowments.
She also works closely with clients’ outside advisors – attorneys, tax professionals and trustees – to coordinate and deliver a comprehensive wealth management strategy to her clients.
She is a member of Appleton’s Equity Investment Committee.
Prior to joining Appleton, Ms. McKernan was a Portfolio Manager at Boston Private Bank & Trust, and previously a Financial Advisor for the Private Client Group of Bernstein Global Wealth Management.
She also spent ten years at Deutsche Bank (formerly Scudder, Stevens & Clark), worked for the Division of Liquidation at the FDIC, and held various financial roles for North Fork Bank in New York.
She received her undergraduate degree from The State University of New York and a graduate degree from Boston College.
Postes actifs de Kelly Corwin McKernan
| Sociétés | Poste | Début |
|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Membre du Comité d'Investissement | 01/05/2015 |
Anciens postes connus de Kelly Corwin McKernan
| Sociétés | Poste | Fin |
|---|---|---|
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services | President | 02/10/2014 |
North Fork Bank
 North Fork Bank Major BanksFinance NFB believes that their responsibility to provide investment returns encompasses an obligation to balance the risk and reward of a given investment and uses asset allocation as a way to minimize risk in a given portfolio. The cornerstone of their investment mechanism is the investment policy committee that consists of senior investment officers and key administrative officers who formulate the investment strategy in response to changes in the economy and markets. NFB uses a top-down approach to determine the asset allocation models and industry diversification and uses value models to select the individual stocks to buy and sell. | Corporate Officer/Principal | - |
Scudder Stevens & Clark Inc
 Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions | Corporate Officer/Principal | - |
Bernstein Global Wealth Management
 Bernstein Global Wealth Management Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | - |
Formation de Kelly Corwin McKernan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
32
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Scudder Stevens & Clark Inc
Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions | Finance |
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Finance |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services | Finance |
North Fork Bank
North Fork Bank Major BanksFinance NFB believes that their responsibility to provide investment returns encompasses an obligation to balance the risk and reward of a given investment and uses asset allocation as a way to minimize risk in a given portfolio. The cornerstone of their investment mechanism is the investment policy committee that consists of senior investment officers and key administrative officers who formulate the investment strategy in response to changes in the economy and markets. NFB uses a top-down approach to determine the asset allocation models and industry diversification and uses value models to select the individual stocks to buy and sell. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The State University of New York
 The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bernstein Global Wealth Management
Bernstein Global Wealth Management Investment ManagersFinance Provides investment management services | Finance |
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