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Rob Kelly is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management. Rob’s primary responsibilities include investment research and portfolio management. As The Kelly Group’s dedicated Portfolio Manager, he brings over 25 years of experience in investment research, portfolio management and trading.
Rob joined Bear Stearns, J.P. Morgan predecessor firm, in March 2009. Previously, Rob was a Senior Portfolio Manager at Smith Barney, joining the firm when Citigroup acquired Legg Mason in 2005. Before joining Smith Barney, Rob was Vice President of Investments and a Senior Portfolio Manager at Legg Mason. His performance and background qualified him as a Senior Portfolio Manager under Legg Mason’s Managed Investment Portfolio Program. Prior to joining Legg Mason, he was a Portfolio Manager at Prudential Securities.
Rob is currently a member of the Epiphany Church Council of New York City. He is a former member of the Board of Trustees and former Chairman of the Finance Committee of Big Brothers Big Sisters of New York City. He is the founder of the Big Brothers Big Sisters of NYC “Race for the Kids.” Rob has served on the Board at Zeckendorf Towers in New York City, where he lives with his wife and three children. Rob was formerly the Head of the Development Committee, Secretary and Trustee at the Epiphany School Foundation in New York City.
Rob earned his B.S. degree in Applied Economics and Business Management from Cornell University.
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