Michael Kelley

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Consumer Services

Finance

Profilo

Mr. Michael F.
Kelley is a Portfolio Manager at Sequoia Financial Advisors LLC and a Director of Portfolio Management at Zeke Capital Advisors LLC.
Prior to joining Zeke, he served as a primary point of contact for high-net worth individuals with The Vanguard Group in Malvern, PA.
Previously, he spent three years with Harbour Bridge Wealth Management Advisors in Summit, NJ, constructing and implementing investment portfolios while providing a full suite of financial services to affluent clients.
He earned a Bachelor of Arts degree, cum laude, from Manhattan College in 2007 and a Master of Science degree from the University of Miami in 2008.

Precedenti posizioni note di Michael Kelley

Società	Posizione	Fine
Zeke Capital Advisors LLC Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations.	Analyst-Equity	01/01/2020

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Formazione di Michael Kelley

Manhattan College	Undergraduate Degree
University of Miami	Graduate Degree

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Aziende private	1
Zeke Capital Advisors LLC Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations.	Finance