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Brian Kelm phone numbers
- Seasoned Wealth Management Portfolio Advisor- Strong belief in active Asset Management- Focus on traditional equity and fixed income portfolios- Open Architecture capabilities- Tactical use of alternative assets and derivatives- Proactively monitor and manage portfolios while providing sufficient documentation of strategy in accordance with client's investment policy statement
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Vice President, Portfolio Advisor IiiF.N.B. Corporation May 2018 - PresentPittsburgh, Pennsylvania, UsHelping you plan your financial journey.Everyone’s financial situation is different. At F.N.B. Wealth Management, we develop customized long-term financial solutions designed to address your unique needs. By taking the time to understand the details of your financial picture and your plans for the future, we can deliver a wealth management plan that helps you reach your financial goals – today and tomorrow. -
Vice President, Portfolio Manager IiiKeybank Aug 2016 - May 2018Cleveland , Ohio, UsAt Key Private Bank, our investment management team believes our clients – successful individuals and families – can benefit from investment advice that is objective and tailored to meet their individual needs. We follow a consistent, disciplined process to help you determine your priorities, create a personalized investment strategy and reach your goals. -
Vice President, Investment Portfolio ManagerFirst Niagara Bank Oct 2010 - Aug 2016Buffalo, Ny, UsWe use a multi-pronged approach that includes macro-economic analysis, evaluation and monitoring of capital markets and investment due diligence; and determination of your goals and risk tolerance. Together, we build individual portfolios designed to achieve your goals through strategic investment management, credit and banking services, trusts and estate planning, and insurance - within a risk management framework that works for you. -
Vice President, Investment Advisor IiiPnc Wealth Management Dec 2009 - Oct 2010Pittsburgh, Pennsylvania, UsDeveloping and executing a comprehensive financial plan that encompasses every aspect of your financial life. -
Vice President, Portfolio Manager IiNational City, Private Client Group Jan 2001 - Dec 2009UsResponsible for providing proactive and comprehensive investment management to clientele and the Private Client Group team.Mutual Fund Selection CommitteeIPS Committee(B-of-B north of $350 million) -
Assistant Portfolio ManagerNational City, Private Client Group Jan 2001 - Dec 2001UsTraining in Investment ManagementAssisting in the maintenance and restructuring of portfoliosDeveloping presentation for client portfoliosMututal Fund Selection Committee(B-of-B roughly $100 million)
Brian Kelm Skills
Brian Kelm Education Details
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John F. Donahue Graduate School Of Business - Duquesne UniversityFinance -
Duquesne UniversityFinance / Investment Management -
Cathedral Preparatory SchoolGeneral Ed
Frequently Asked Questions about Brian Kelm
What company does Brian Kelm work for?
Brian Kelm works for F.n.b. Corporation
What is Brian Kelm's role at the current company?
Brian Kelm's current role is Portfolio Advisor, Investment Advisor.
What is Brian Kelm's email address?
Brian Kelm's email address is bj****@****hoo.com
What is Brian Kelm's direct phone number?
Brian Kelm's direct phone number is (800) 539*****
What schools did Brian Kelm attend?
Brian Kelm attended John F. Donahue Graduate School Of Business - Duquesne University, Duquesne University, Cathedral Preparatory School.
What are some of Brian Kelm's interests?
Brian Kelm has interest in Children, Education, Health.
What skills is Brian Kelm known for?
Brian Kelm has skills like Portfolio Management, Finance, Mutual Funds, Asset Allocation, Investments, Financial Services, Investment Management, Risk Management, Credit, Capital Markets, Derivatives, Equities.
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