Perfil
Mr. Kevin T.
Kelly, CFA, is a President & Chief Compliance Officer at SJS Investment Consulting, Inc. He also serves as an Investment Committee Member at the firm.
He focuses on enhancing the client experience at SJS.
He ensures that all operations along with investment and client support functions are “SJS-worthy” and running efficiently.
An investment professional since 2000, he serves on the SJS Investment Committee and provides guidance on portfolio design and investment strategy.
He held management positions in large and small organizations, including non-profits.
He obtained Electrical Engineering degree from University of Notre Dame, and then earned a Master of Management degree from Northwestern University’s Kellogg Graduate School of Management.
Cargos activos de Kevin Thomas Kelly
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SJS Investment Consulting, Inc.
SJS Investment Consulting, Inc. Investment ManagersFinance SJS Investment Consulting, Inc. (SJS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sylvania, Ohio. The firm was founded by Scott J. Savage in 1995. SJS provides investment management services to individuals and families, business owners, high-net worth individuals, retirement plans, non-profits, endowments, foundations, financial institutions and public entities. | Presidente | 01/01/2000 |
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SJS Investment Consulting, Inc.
SJS Investment Consulting, Inc. Investment ManagersFinance SJS Investment Consulting, Inc. (SJS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sylvania, Ohio. The firm was founded by Scott J. Savage in 1995. SJS provides investment management services to individuals and families, business owners, high-net worth individuals, retirement plans, non-profits, endowments, foundations, financial institutions and public entities. | Finance |
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