Joe Kelley

Gestor de Cartera-Acciones en

Acropolis Investment Management LLC

Finance

Consumer Services

Perfil

Mr. Joseph A. Kelley is a Portfolio Manager at Acropolis Investment Management LLC.
He joined the firm in 2008.
He has over 35 years of career in commercial banking.
Mr. Kelley's banking experience includes developing and managing corporate loan and leasing relationships, managing business units for regional banks and running an independent community bank.
The common thread throughout his career has been the management of client relationships.
He has a wealth of experience in the financial services sector and keen sensitivity to his client’s needs.
He was previously employed as President by Concord Bank (St. Louis, Missouri), Senior Vice President by Bank Midwest (Spirit Lake, Iowa), Senior Vice President by First Bank (Creve Coeur, Missouri), and Senior Vice President by First Alliance Bank.
He received a B.S.B.A. degree in Economics from the University of Denver.

Cargos activos de Joe Kelley

Empresas	Cargo	Inicio
Acropolis Investment Management LLC Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation.	Gestor de Cartera-Acciones	01/01/2008

Todos los cargos activos de Joe Kelley

Antiguos cargos conocidos de Joe Kelley.

Empresas	Cargo	Fin
Concord Bank (St. Louis, Missouri) Concord Bank (St. Louis, Missouri) Regional BanksFinance Operates as a state chartered commercial bank	Presidente	31/12/2007
Bank Midwest (Spirit Lake, Iowa) Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Operates as a state chartered commercial bank	Corporate Officer/Principal	30/11/2006
First Bank (Creve Coeur, Missouri) First Bank (Creve Coeur, Missouri) Regional BanksFinance Operates as a state chartered commercial bank	Corporate Officer/Principal	31/01/2004
Everbank NA Everbank NA Savings BanksFinance Operates as a federally chartered savings bank	Corporate Officer/Principal	31/08/2002

Ver el detalle de la experiencia de Joe Kelley.

Formación de Joe Kelley.

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Joe Kelley.

Relaciones

Relaciones de 1er grado

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas	6
Bank Midwest (Spirit Lake, Iowa) Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Operates as a state chartered commercial bank	Finance
Acropolis Investment Management LLC Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation.	Finance
University of Denver University of Denver Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
First Bank (Creve Coeur, Missouri) First Bank (Creve Coeur, Missouri) Regional BanksFinance Operates as a state chartered commercial bank	Finance
Concord Bank (St. Louis, Missouri) Concord Bank (St. Louis, Missouri) Regional BanksFinance Operates as a state chartered commercial bank	Finance
Everbank NA Everbank NA Savings BanksFinance Operates as a federally chartered savings bank	Finance