Michael Kelly

OCIO Specialist

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

michael.kelly4@pfmam.com
267.591.6340 cell

Education
B.B.A. in Strategic Management
The Wharton School, University of Pennsylvania

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started in the Field: 1994

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Michael serves as the national non-profit OCIO specialist. In his role, Michael is responsible for supporting the growth strategy for the firm’s outsourced chief investment officer (OCIO) practice by developing and managing relationships with endowments, foundations and non-profit institutions.

Michael has deep experience advising investment committees, boards of trustees and C-suite executives regarding investment strategy for traditional and alternative investment allocations as well as best practices for meeting their fiduciary responsibilities.

 

Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

michael.kelly4@pfmam.com
267.591.6340 cell

Education
B.B.A. in Strategic Management
The Wharton School, University of Pennsylvania

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started in the Field: 1994

Print/Save as PDF

Download Vcard