Tom Kelly
Direttore degli Investimenti presso SJS Investment Consulting, Inc.
Profilo
Mr. Thomas R.
Kelly is a Chief Investment Officer, Senior Advisor & Investment Committee Member at SJS Investment Consulting, Inc. He joined SJS in June 2018 as a Senior Client Portfolio Manager, and was named Chief Investment Officer in October 2020.
He works to continually improve the MarketPlus Investing® investment philosophy and implementation, as well as to grow SJS’ presence in the Chicago area.
Before SJS, he specialized in managing client relationships at CBIS in Chicago.
Earlier in his career, he served as an international lay missioner and volunteer for the Salesian Missions in New York and spent 15 months in Juba, South Sudan.
He is a Chartered Financial Analyst Charterholder and member of the CFA Society of Chicago, he earned his degree in Business Administration at Marquette University in Milwaukee, where he majored in finance and accounting.
Posizioni attive di Tom Kelly
| Società | Posizione | Inizio |
|---|---|---|
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. | Direttore degli Investimenti | 01/11/2020 |
Precedenti posizioni note di Tom Kelly
| Società | Posizione | Fine |
|---|---|---|
Christian Brothers Investment Services, Inc.
 Christian Brothers Investment Services, Inc. Investment ManagersFinance Christian Brothers Investment Services, Inc. (CBIS) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 by the De La Salle Christian Brothers to provide trusted Catholic responsible investment management services exclusively to Catholic institutions. The firm manages investments for Catholic institutions worldwide including dioceses, religious institutes, educational institutions and healthcare organizations. CBIS is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | 01/06/2018 |
Salesian Missions, Inc.
 Salesian Missions, Inc. Miscellaneous Commercial ServicesCommercial Services Salesian Missions, Inc. provides educational services. It comprised of Priests, Brothers and Sisters, care for disadvantaged youth in developing countries. The company was founded by John Bosco in 1859 and is headquartered in New Rochelle, NY. | Corporate Officer/Principal | 01/12/2013 |
Formazione di Tom Kelly
| Marquette University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
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 |
Christian Brothers Investment Services, Inc.
Christian Brothers Investment Services, Inc. Investment ManagersFinance Christian Brothers Investment Services, Inc. (CBIS) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 by the De La Salle Christian Brothers to provide trusted Catholic responsible investment management services exclusively to Catholic institutions. The firm manages investments for Catholic institutions worldwide including dioceses, religious institutes, educational institutions and healthcare organizations. CBIS is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Salesian Missions, Inc.
Salesian Missions, Inc. Miscellaneous Commercial ServicesCommercial Services Salesian Missions, Inc. provides educational services. It comprised of Priests, Brothers and Sisters, care for disadvantaged youth in developing countries. The company was founded by John Bosco in 1859 and is headquartered in New Rochelle, NY. | Commercial Services |
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