Michael Kelly

OCIO Specialist

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

michael.kelly4@pfmam.com
267.591.6340 cell

Education
B.B.A. in Strategic Management
The Wharton School, University of Pennsylvania

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started in the Field: 1994

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Michael Kelly is an OCIO Specialist based in Philadelphia, Pennsylvania. He serves as the national non-profit OCIO specialist, supporting the growth strategy for the firm’s outsourced chief investment officer (OCIO) practice. Michael develops and manages relationships with endowments, foundations, and non-profit institutions.

He advises investment committees and boards of trustees on investment strategy for traditional and alternative allocations, and best practices for fiduciary responsibility. Michael earned a Bachelor of Business Administration in Strategic Management from the University of Pennsylvania.
 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

michael.kelly4@pfmam.com
267.591.6340 cell

Education
B.B.A. in Strategic Management
The Wharton School, University of Pennsylvania

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started in the Field: 1994

Print/Save as PDF

Download Vcard