Pat Kelly

Analista-Rendimento Fisso presso Agincourt Capital Management LLC

Finance

Consumer Services

Posizioni attive di Pat Kelly

Società	Posizione	Inizio	Fine
Agincourt Capital Management LLC Agincourt Capital Management LLC Investment ManagersFinance Agincourt Capital Management LLC (Agincourt) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1999 by the entire fixed income investment team of what was Sovran Capital Management. In 2020, they became a subsidiary of Guardian Capital LLC, a subsidiary of Guardian Capital Group Ltd. (TSX: GCG) in Canada. Agincourt provides customized fixed income investment advisory services to pension and profit-sharing plans, state or municipal government entities, charitable organizations, corporations or business entities, and insurance companies. They also have a small number of trusts, estates, or individuals as fixed income clients. The firm acts as a sub-adviser for fixed income mutual funds.	Analista-Rendimento Fisso	01/09/1999	-
	Portfolio Manager-Fixed Income	01/09/1999	-

Storia della carriera di Pat Kelly

Precedenti posizioni note di Pat Kelly

Società	Posizione	Inizio	Fine
Sovran Financial Corp.	Gestore di Portafoglio-Azioni	01/01/1989	-
Wheat First Butcher Singer, Inc.	Corporate Officer/Principal	-	-
Smith Barney, Inc. Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research	Corporate Officer/Principal	-	-
First Union Management, Inc. First Union Management, Inc. Other Consumer ServicesConsumer Services First Union Management, Inc. owns and operates parking structures. The private company is based in Cleveland, OH and has subsidiaries in Canada.	Gestore di Portafoglio-Azioni	-	-

Formazione di Pat Kelly

Virginia Polytechnic Institute & State University

Masters Business Admin

Statistiche

Distribuzione geografica

Stati Uniti

Posizioni

Portfolio Manager-Equities	2
Corporate Officer/Principal	2
Analyst-Fixed Income	1

Settori

Finance	5
Consumer Services	3

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Società collegate

Aziende private	5
Smith Barney, Inc. Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research	Finance
Sovran Financial Corp.	Finance
First Union Management, Inc. First Union Management, Inc. Other Consumer ServicesConsumer Services First Union Management, Inc. owns and operates parking structures. The private company is based in Cleveland, OH and has subsidiaries in Canada.	Consumer Services
Wheat First Butcher Singer, Inc.	Finance
Agincourt Capital Management LLC Agincourt Capital Management LLC Investment ManagersFinance Agincourt Capital Management LLC (Agincourt) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1999 by the entire fixed income investment team of what was Sovran Capital Management. In 2020, they became a subsidiary of Guardian Capital LLC, a subsidiary of Guardian Capital Group Ltd. (TSX: GCG) in Canada. Agincourt provides customized fixed income investment advisory services to pension and profit-sharing plans, state or municipal government entities, charitable organizations, corporations or business entities, and insurance companies. They also have a small number of trusts, estates, or individuals as fixed income clients. The firm acts as a sub-adviser for fixed income mutual funds.	Finance

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