Brian Kelm

Brian Kelm Email and Phone Number

Portfolio Advisor, Investment Advisor @ F.N.B. Corporation
Brian Kelm's Location
Pittsburgh, Pennsylvania, United States, United States
Brian Kelm's Contact Details
About Brian Kelm

- 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

Brian Kelm's Current Company Details
F.N.B. Corporation

F.N.B. Corporation

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Portfolio Advisor, Investment Advisor
Brian Kelm Work Experience Details
  • F.N.B. Corporation
    Vice President, Portfolio Advisor Iii
    F.N.B. Corporation May 2018 - Present
    Pittsburgh, Pennsylvania, Us
    Helping 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.
  • Keybank
    Vice President, Portfolio Manager Iii
    Keybank Aug 2016 - May 2018
    Cleveland , Ohio, Us
    At 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.
  • First Niagara Bank
    Vice President, Investment Portfolio Manager
    First Niagara Bank Oct 2010 - Aug 2016
    Buffalo, Ny, Us
    We 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.
  • Pnc Wealth Management
    Vice President, Investment Advisor Iii
    Pnc Wealth Management Dec 2009 - Oct 2010
    Pittsburgh, Pennsylvania, Us
    Developing and executing a comprehensive financial plan that encompasses every aspect of your financial life.
  • National City, Private Client Group
    Vice President, Portfolio Manager Ii
    National City, Private Client Group Jan 2001 - Dec 2009
    Us
    Responsible 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)
  • National City, Private Client Group
    Assistant Portfolio Manager
    National City, Private Client Group Jan 2001 - Dec 2001
    Us
    Training 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

Portfolio Management Finance Mutual Funds Asset Allocation Investments Financial Services Investment Management Risk Management Credit Capital Markets Derivatives Equities Banking Wealth Management Alternative Investments Structured Products Bloomberg Software

Brian Kelm Education Details

  • John F. Donahue Graduate School Of Business - Duquesne University
    John F. Donahue Graduate School Of Business - Duquesne University
    Finance
  • Duquesne University
    Duquesne University
    Finance / Investment Management
  • Cathedral Preparatory School
    Cathedral Preparatory School
    General 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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