Maura A. Kelly
Gestor de Cartera-Acciones en Bahl & Gaynor, Inc. .
Perfil
Ms. Maura A.
Kelly is a Senior Wealth Advisor & Principal at Bahl & Gaynor, Inc. She works with select high net worth relationships.
Prior to joining Bahl & Gaynor, Ms. Kelly previously worked in private wealth management at both US Bank and Fifth Third Bank as Senior Vice President and Senior Portfolio Manager.
She also has experience with assets under management, local endowments, foundations and not-for-profit entities.
She received her Bachelor of Science in Business Administration major in Finance and a minor in Accounting degree from the University of Dayton.
Ms. Kelly is also a CFP professional.
Cargos activos de Maura A. Kelly
Empresas | Cargo | Inicio |
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Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Gestor de Cartera-Acciones | 01/03/2020 |
Antiguos cargos conocidos de Maura A. Kelly.
Empresas | Cargo | Fin |
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Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Gestor de Cartera-Acciones | 01/05/2017 |
Formación de Maura A. Kelly.
University of Dayton | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 2 |
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Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Finance |
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Finance |
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