James V. Kelly, CFA®
Director
Jim has nearly 40 years of experience in the financial services industry, and is a recognized pioneer in ETF-based portfolio management. Jim has prior experience with the largest US insurance company, one of America’s top banks, a private investment consulting firm, and a private finance company. He holds a BA from the University of Virginia, and an MBA in finance and investments from the Stern School of Business at New York University. Jim is also a CFA Charterholder, an affiliate-member of the Market Technicians Association (MTA), and a retired United States Marine.
