Connor Kelly

Connor Kelly Email and Phone Number

Vice President, Private Advisor @ Rockefeller Capital Management
New York, NY, US
Connor Kelly's Location
New York, New York, United States, United States
Connor Kelly's Contact Details

Connor Kelly work email

Connor Kelly personal email

n/a

Connor Kelly phone numbers

About Connor Kelly

A highly specialized and boutique group that works exclusively with corporate executives of public and private companies across the United States. We are uniquely positioned to deliver a suite of highly sophisticated capabilities across four key areas:- Private Portfolio Management - Wealth Forecasting & Analytics- Concentrated Stock Management- Private Banking & Specialized LendingThe integration of structure, philosophy, process, systemization, and discipline provides the foundation for the development of a customized asset management framework. Our core belief is that corporate executives’ private capital must be managed with the same tenets as a great company. With a refined boutique asset management process and philosophy, We are devoted to addressing the most complex and multifaceted needs of corporate executives. Our mission is to build enduring relationships based on a commitment to stewardship, deep-seated trust, precise execution, and consistent performance

Connor Kelly's Current Company Details
Rockefeller Capital Management

Rockefeller Capital Management

View
Vice President, Private Advisor
New York, NY, US
Website:
stifel.com
Employees:
5
Company phone:
+1-501-374-8276
Company email:
theshollmierteam@stifel.com
Connor Kelly Work Experience Details
  • Rockefeller Capital Management
    Vice President, Private Advisor
    Rockefeller Capital Management
    New York, Ny, Us
    View
  • Stifel Financial Corp.
    Vice President/Investments
    Stifel Financial Corp. 2021 - Present
    St. Louis, Mo, Us
    View
  • Merrill Lynch
    Financial Advisor / Senior Portfolio Advisor
    Merrill Lynch 2017 - 2021
    New York, Ny, Us
    View
  • Raymond James
    Associate
    Raymond James 2015 - 2017
    St. Petersburg, Florida, Us
    View
  • Ubs
    Associate
    Ubs 2014 - 2015
    Zurich, Ch
    View

Connor Kelly Skills

Leadership Team Building Long Term Customer Relationships Powerpoint Social Media Public Speaking Sports Retirement Planning Sales Wealth Management Services Event Planning Teaching Photoshop Finance Fundraising Strategic Planning Financial Services Wealth Management Microsoft Office Microsoft Word Program Management Microsoft Excel Social Networking Marketing Nonprofits Time Management Critical Thinking Customer Service Budgets Business Strategy Teamwork Management Project Management Coaching Public Relations Research Basketball Volunteer Management

Connor Kelly Education Details

  • The University Of Memphis
    The University Of Memphis
    Finance & Economics

Frequently Asked Questions about Connor Kelly

What company does Connor Kelly work for?

Connor Kelly works for Rockefeller Capital Management

What is Connor Kelly's role at the current company?

Connor Kelly's current role is Vice President, Private Advisor.

What is Connor Kelly's email address?

Connor Kelly's email address is co****@****fel.com

What is Connor Kelly's direct phone number?

Connor Kelly's direct phone number is +121431*****

What schools did Connor Kelly attend?

Connor Kelly attended The University Of Memphis.

What skills is Connor Kelly known for?

Connor Kelly has skills like Leadership, Team Building, Long Term Customer Relationships, Powerpoint, Social Media, Public Speaking, Sports, Retirement Planning, Sales, Wealth Management Services, Event Planning, Teaching.

Who are Connor Kelly's colleagues?

Connor Kelly's colleagues are Angela Jensen, Tarryn Keller, Rajesh Nayak, Lauren Harrington, Dan Mcmanus, Adam Melinger, Abhishek Tyagi.

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