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Leo Joseph Kelly
Chief Executive Officer at
Verdence Capital Advisors LLC
Profile
Mr. Leo J.
Kelly, III, is a Chief Executive Officer & Partner at Verdence Capital Advisors LLC.
He is providing proven expertise to advise executives, entrepreneurs, and professional athletes on an array of complex financial planning issues including business succession, liquidity event planning, and management, estate planning, philanthropy, and OCIO (Outsourced Chief Investment Officer) services.
Additionally, he works closely with institutions and foundations to educate board members and assist in the creation of tailored investment solutions.
Mr. Kelly was employed as a Managing Director & Partner by HighTower Advisors LLC, a Wealth Management Advisor & Managing Director by Merrill Lynch & Co., Inc. /Old/, and a Research Assistant by Bloomberg LP.
He received his Bachelor's degree in Finance from The College of New Jersey.
Leo Joseph Kelly active positions
| Companies | Position | Start |
|---|---|---|
Verdence Capital Advisors LLC
 Verdence Capital Advisors LLC Investment ManagersFinance Verdence tailors a customized investment portfolio that considers several factors, including the client’s time horizon, investment objectives, and risk tolerance. | Chief Executive Officer | 2016-12-31 |
Former positions of Leo Joseph Kelly
| Companies | Position | End |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Bloomberg LP
 Bloomberg LP Internet Software/ServicesTechnology Services Provides financial and business information that delivers trusted data, news & insights | Corporate Officer/Principal | - |
Hightower Advisors LLC
 Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Portfolio Manager-Equities | - |
Training of Leo Joseph Kelly
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
87
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Bloomberg LP
Bloomberg LP Internet Software/ServicesTechnology Services Provides financial and business information that delivers trusted data, news & insights | Technology Services |
The College of New Jersey
 The College of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Verdence Capital Advisors LLC
Verdence Capital Advisors LLC Investment ManagersFinance Verdence tailors a customized investment portfolio that considers several factors, including the client’s time horizon, investment objectives, and risk tolerance. | Finance |
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