PEOPLE -
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Published on: 12/19/2003
Last Visited: 12/19/2003
Sean Patrick Kelly, Principal and Managing Consultant
Mr. Kelly is one of the founding members of the firm.He has been in the investment industry since 1982, and all of his experience is consulting-related.Prior to founding Portfolio Analytics, he was Principal and Director of Marketing for another independent investment consulting firm.
In addition to his role as Principal of Portfolio Analytics, Mr. Kelly currently serves as President of a private charitable foundation.He is a past member of the Board of Directors of Excel Realty Trust, Inc., a real estate investment trust traded on the New York Stock Exchange.Mr. Kelly had previously held multiple licenses with the NASD, which he relinquished in favor of a fee-only approach to providing investment consulting, free of any conflicts of interest.
Mr. Kelly graduated from Michigan State University with a BA in Humanities and is a member of that institution's Benefactors Society.
He resides in Milford, Michigan with his wife of 22 years and three children.
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Contact: Sean P. Kelly Email: skelly@portfolioanalytics.net
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