Chris Kelly

Investment Committee Member at Baltimore-Washington Financial Advisors, Inc.

49 year

Consumer Services

Finance

Commercial Services

Profile

Mr. John C.
Kelly, CPA, is a Financial Advisor & Senior Relationship Manager at Baltimore-Washington Financial Advisors, Inc. His expertise includes comprehensive financial planning and investment portfolio management and strategy.
He is a member of the firm’s Executive Management Committee, as well as the Investment Management Committee.
He has worked in the accounting and wealth management industry for 18 years at regional, national and international level firms, and has been at BWFA since 2009.
He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER.
He holds both a B.S.
in Finance from the University of Maryland, and a Master’s degree in Accounting from George Washington University.

Chris Kelly active positions

Companies	Position	Start
Baltimore-Washington Financial Advisors, Inc. Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations.	Investment Committee Member	01/10/2009

All active positions of Chris Kelly

Former positions of Chris Kelly

Companies	Position	End
Deloitte LLP (New York) Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.	Corporate Officer/Principal	-

See the detail of Chris Kelly's experience

Training of Chris Kelly

University of Maryland	Undergraduate Degree
George Washington University	Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Chris Kelly's experience

Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
Baltimore-Washington Financial Advisors, Inc. Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations.	Finance
Deloitte LLP (New York) Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.	Commercial Services