Ryan Elliott Kelley
Membre du Comité d'Investissement chez Bell Investment Advisors, Inc.
Profil
Mr. Ryan E.
Kelley, CFA, is a Portfolio Manager at Bell Investment Advisors, Inc. He became a member of the Bell Team in 2019.
With over nine years of prior Financial Services experience, he is responsible for reviewing the firm’s investment choices, programs, and allocations.
He enjoys analyzing investments and financial markets, as well as learning about new philosophies of investing.
He is committed to serving the needs of clients and is passionate about designing thoughtful portfolios for clients.
He serves as a member of Bell’s Investment Committee.
Prior to joining the Bell team, Mr. Kelley worked for a boutique emerging markets asset manager where he focused on institutional client service and business development.
He has also has worked as a Portfolio Manager for a retirement-focused Broker-Dealer in the Santa Barbara, California area.
He spent part of his early thirties living in Santiago, Chile, where he improved his Spanish and worked as a Senior Investment Analyst for the country’s largest annuity provider, focusing on Latin American corporate debt offerings and custom derivative hedging solutions.
He received his bachelor’s in Business Administration from Sonoma State University.
He has earned the right to use the Chartered Financial Analyst designation.
Postes actifs de Ryan Elliott Kelley
Sociétés | Poste | Début |
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Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Membre du Comité d'Investissement | 01/04/2019 |
Formation de Ryan Elliott Kelley
Sonoma State University | Undergraduate Degree |
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Entreprise privées | 1 |
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Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Finance |