Profil
Ms. Kelsey Flannery is a Wealth Management Analyst at Bahl & Gaynor, Inc. She works on select high net worth relationships, assisting Portfolio Managers with general research, portfolio management and client service.
She supports Bahl & Gaynor’s Financial Planning efforts including cash flow projections, generational wealth preservation & transfer, charitable intentions, and retirement strategies
Prior to Joining Bahl & Gaynor, Ms. Flannery served on Investment Management side of the Private Client Group at Huntington Bank.
She received her Bachelor of Business Adminstration major in Finance degree from the University of Kentucky.
Ms. Flannery is also a CFP professional.
Aktive Positionen von Kelsey Flannery
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Analyst-Equity | 01.08.2021 |
Ehemalige bekannte Positionen von Kelsey Flannery
| Unternehmen | Position | Ende |
|---|---|---|
Huntington National Bank (Investment Management)
 Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Analyst-Equity | 01.09.2021 |
Ausbildung von Kelsey Flannery
| University of Kentucky | Undergraduate 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 |
|---|---|
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 |
Huntington National Bank (Investment Management)
Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Finance |
