Maura A. Kelly
Gestionnaire de Portefeuille-Actions chez Bahl & Gaynor, Inc.
Profil
Ms. Maura A.
Kelly is a Senior Wealth Advisor & Principal at Bahl & Gaynor, Inc. She works with select high net worth relationships.
Prior to joining Bahl & Gaynor, Ms. Kelly previously worked in private wealth management at both US Bank and Fifth Third Bank as Senior Vice President and Senior Portfolio Manager.
She also has experience with assets under management, local endowments, foundations and not-for-profit entities.
She received her Bachelor of Science in Business Administration major in Finance and a minor in Accounting degree from the University of Dayton.
Ms. Kelly is also a CFP professional.
Postes actifs de Maura A. Kelly
Sociétés | Poste | Début |
---|---|---|
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 01/03/2020 |
Anciens postes connus de Maura A. Kelly
Sociétés | Poste | Fin |
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Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families. | Gestionnaire de Portefeuille-Actions | 01/05/2017 |
Formation de Maura A. Kelly
University of Dayton | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 2 |
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Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families. | Finance |
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Finance |