![Roland Duane Kelly](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Roland Duane Kelly
Founder at
Spectrum Asset Management, Inc. (California)
Profile
Mr. Roland D.
Kelly is a Principal at Spectrum Asset Management, Inc. (California).
He has over 50 years experience in the securities profession.
His substantial investment background includes conducting economic and securities research and personally managing significant client portfolios.
In the decade prior to co-founding Spectrum Asset Management, he was President of Argus Investment Management, Inc., a subsidiary of Argus Research Group of New York.
Previously, he headed Arbor Investment Management in Pasadena and was president of Lenox Capital Management of New York; and American General Capital Management of Houston.
He has been a credentialed instructor in the California College system for 30 years, and is the author of several published articles on investment and finance.
He received his Bachelor of Arts in Economics from California State University-Los Angeles and completed his Executive MBA from Pepperdine University.
He is a Chartered Investment Counselor (C.I.C.).
Roland Duane Kelly active positions
| Companies | Position | Start |
|---|---|---|
Spectrum Asset Management, Inc. (California)
 Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum allocates client investment assets on a discretionary or non-discretionary basis among various individual equity and fixed income securities and mutual funds, in accordance with the client’s designated investment objective(s). | Founder | 1986-12-31 |
Former positions of Roland Duane Kelly
| Companies | Position | End |
|---|---|---|
Lenox Capital Management, Inc.
 Lenox Capital Management, Inc. Investment ManagersFinance Lenox CM applies fundamental and/or technical analytical methods to formulate advice. The firm does not attempt to predict short-term trends and/or market movements, except in rare instances dictated by sudden changes in a client’s circumstances. Lenox CM supports both “active” and “passive” index investment strategies and combines both strategies to create portfolios that contain longer-term core holdings and those they believe add value, or "alpha,” to client accounts. | President | - |
Arbor Investment Management LLC
 Arbor Investment Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Training of Roland Duane Kelly
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
35
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
California State University-Los Angeles
 California State University-Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pepperdine University
 Pepperdine University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lenox Capital Management, Inc.
Lenox Capital Management, Inc. Investment ManagersFinance Lenox CM applies fundamental and/or technical analytical methods to formulate advice. The firm does not attempt to predict short-term trends and/or market movements, except in rare instances dictated by sudden changes in a client’s circumstances. Lenox CM supports both “active” and “passive” index investment strategies and combines both strategies to create portfolios that contain longer-term core holdings and those they believe add value, or "alpha,” to client accounts. | Finance |
Spectrum Asset Management, Inc. (California)
Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum allocates client investment assets on a discretionary or non-discretionary basis among various individual equity and fixed income securities and mutual funds, in accordance with the client’s designated investment objective(s). | Finance |
Arbor Investment Management LLC
Arbor Investment Management LLC Investment ManagersFinance Provides investment advice | Finance |
- Stock Market
- Insiders
- Roland Duane Kelly
