Joe Kelley

Portfolio Manager-Equities at

Acropolis Investment Management LLC

Finance

Consumer Services

Profile

Mr. Joseph A. Kelley is a Portfolio Manager at Acropolis Investment Management LLC.
He joined the firm in 2008.
He has over 35 years of career in commercial banking.
Mr. Kelley's banking experience includes developing and managing corporate loan and leasing relationships, managing business units for regional banks and running an independent community bank.
The common thread throughout his career has been the management of client relationships.
He has a wealth of experience in the financial services sector and keen sensitivity to his client’s needs.
He was previously employed as President by Concord Bank (St. Louis, Missouri), Senior Vice President by Bank Midwest (Spirit Lake, Iowa), Senior Vice President by First Bank (Creve Coeur, Missouri), and Senior Vice President by First Alliance Bank.
He received a B.S.B.A. degree in Economics from the University of Denver.

Joe Kelley active positions

Companies	Position	Start
Acropolis Investment Management LLC Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation.	Portfolio Manager-Equities	2007-12-31

All active positions of Joe Kelley

Former positions of Joe Kelley

Companies	Position	End
Concord Bank (St. Louis, Missouri) Concord Bank (St. Louis, Missouri) Regional BanksFinance Operates as a state chartered commercial bank	President	2007-12-30
Bank Midwest (Spirit Lake, Iowa) Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Operates as a state chartered commercial bank	Corporate Officer/Principal	2006-11-29
First Bank (Creve Coeur, Missouri) First Bank (Creve Coeur, Missouri) Regional BanksFinance Operates as a state chartered commercial bank	Corporate Officer/Principal	2004-01-30
Everbank NA Everbank NA Savings BanksFinance Operates as a federally chartered savings bank	Corporate Officer/Principal	2002-08-30

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Linked companies

Private companies	6
Bank Midwest (Spirit Lake, Iowa) Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Operates as a state chartered commercial bank	Finance
Acropolis Investment Management LLC Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation.	Finance
University of Denver University of Denver Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
First Bank (Creve Coeur, Missouri) First Bank (Creve Coeur, Missouri) Regional BanksFinance Operates as a state chartered commercial bank	Finance
Concord Bank (St. Louis, Missouri) Concord Bank (St. Louis, Missouri) Regional BanksFinance Operates as a state chartered commercial bank	Finance
Everbank NA Everbank NA Savings BanksFinance Operates as a federally chartered savings bank	Finance

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