Colleen Kelly

last updated 4/7/2018

Colleen A. Kelly

Director at Chenery Compliance Group

Location:
744 Lancaster Ave Suite 104, Wayne, Pennsylvania, United States
HQ Phone:
(484) 464-0300

General Information

Experience

Chief Compliance Officer, NADART - National Automobile Dealers Association

Chief Compliance Officer and Chief Risk Officer - Cardinal Financial Corp

Chief Operating Officer - Columbia Partners L.L.C. Investment Management

Director of Administration - Riggs Bank

Education

BS - Business Administration , Villanova University

Recent News  

Our Experts - Chenery Compliance GroupChenery Compliance Group

Colleen A. Kelly Director
Colleen Kelly is a Director of Chenery Compliance Group. She previously served as Chief Compliance Officer for NADART, the financial services division of NADA, a plan administrator for over $3.3 billion in retirement assets. Ms. Kelly was Chief Compliance Officer for Cardinal Wealth Management Group which included the trust division, registered investment adviser and oversight of the broker-dealer compliance effort. Ms. Kelly was a founding principal and Chief Operating Officer for Columbia Partners Investment Management. She was involved in all aspects of starting up the compliance, financial, trade and hedge fund operations for the company. Ms. Kelly also served as a compliance and operations consultant for an investment adviser. Ms. Kelly has implemented and administered several compliance programs for both SEC and state registered investment advisers and has managed several regulatory examinations. She has over 20 years of experience in the investment management industry and is a graduate of Villanova University.

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Our Experts - Chenery Compliance GroupChenery Compliance Group

Colleen A. Kelly Director
Colleen Kelly is a Director of Chenery Compliance Group. She previously served as Chief Compliance Officer for NADART, the financial services division of NADA, a plan administrator for over $3.3 billion in retirement assets. Ms. Kelly was Chief Compliance Officer for Cardinal Wealth Management Group which included the trust division, registered investment adviser and oversight of the broker-dealer compliance effort. Ms. Kelly was a founding principal and Chief Operating Officer for Columbia Partners Investment Management. She was involved in all aspects of starting up the compliance, financial, trade and hedge fund operations for the company. Ms. Kelly also served as a compliance and operations consultant for an investment adviser. Ms. Kelly has implemented and administered several compliance programs for both SEC and state registered investment advisers and has managed several regulatory examinations. She has over 20 years of experience in the investment management industry and is a graduate of Villanova University.

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Columbia Partners

Colleen A. KellyAdministrationColleen is responsible for compliance and operations. Prior to joining Columbia partners in 1995, Colleen served as director of administration for Riggs Investment Management Corporation (RIMCO).She previously held the position of an auditor for Riggs National Bank.She also served as an audit officer for marine Midland Bank in New York. Colleen earned her BS in Business Administration from Villanova University and is doing graduate work at George Mason University.

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