Nick Kelly, APMA™
Portfolio Manager
As a Portfolio Manager, I work to ensure your investment and portfolio allocation is aligned to achieve your specific short-term and long-term goals. Through ongoing research and due diligence on the investment committee, I help identify new investment opportunities while ensuring our current investment line-up stays competitive. I am also conducting regular macroeconomic research to stay abreast to the ever-changing market conditions, so I can be better prepared for volatility and changes needed in our clients’ portfolios.
Personal Investment Management Experience:
- 7 years of experience in private wealth management
- Portfolio construction and implementation
- Extensive individual stock and fund research
- Private Market offerings
- Overall market conversations and investment walkthroughs
Career History
- Bedel Financial Consulting, Inc., Portfolio Manager
- Hamilton Capital Partners, LLC., Head Portfolio Manager
- BBR Partners, LLC., Portfolio and Wealth Advisory Associate
- UBS Global Wealth Management., Investment Associate
- Morgan Stanley Private Wealth Management., Investment Associate
Education
- Bachelor of Science, Finance, Indiana University Bloomington
- Accredited Portfolio Management Advisor ™
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