Chris Kelly
Mitglied des Investmentausschusses bei Baltimore-Washington Financial Advisors, Inc.
Profil
Mr. John C.
Kelly, CPA, is a Financial Advisor & Senior Relationship Manager at Baltimore-Washington Financial Advisors, Inc. His expertise includes comprehensive financial planning and investment portfolio management and strategy.
He is a member of the firm’s Executive Management Committee, as well as the Investment Management Committee.
He has worked in the accounting and wealth management industry for 18 years at regional, national and international level firms, and has been at BWFA since 2009.
He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER.
He holds both a B.S.
in Finance from the University of Maryland, and a Master’s degree in Accounting from George Washington University.
Aktive Positionen von Chris Kelly
| Unternehmen | Position | Beginn |
|---|---|---|
Baltimore-Washington Financial Advisors, Inc.
 Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations. | Mitglied des Investmentausschusses | 01.10.2009 |
Ehemalige bekannte Positionen von Chris Kelly
| Unternehmen | Position | Ende |
|---|---|---|
Deloitte LLP (New York)
 Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Ausbildung von Chris Kelly
| University of Maryland | Undergraduate Degree |
| George Washington University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Baltimore-Washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations. | Finance |
Deloitte LLP (New York)
Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY. | Commercial Services |
