![Chris 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>)
Chris Kelly
Investment Committee Member at
Baltimore-Washington Financial Advisors, Inc.
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 BWFA seeks to create diversified client portfolios that earn favorable investment returns while controlling volatility and risk according to the parameters of each client's chosen investment model. The firm works to achieve strong performance over multiple market cycles, endeavoring to select those securities that they believe represent the most attractive opportunities for their clients over the long term. BWFA focuses on investing in securities that they believe are undervalued at the time of purchase and have the potential for growth. | Investment Committee Member | 01/10/2009 |
Former positions of Chris Kelly
| Companies | Position | End |
|---|---|---|
Deloitte LLP (New York)
 Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Provides audit, consulting, tax and financial advisory services | Corporate Officer/Principal | - |
Training of Chris Kelly
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
88
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
George Washington University
 George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deloitte LLP (New York)
Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Provides audit, consulting, tax and financial advisory services | Commercial Services |
Baltimore-Washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance BWFA seeks to create diversified client portfolios that earn favorable investment returns while controlling volatility and risk according to the parameters of each client's chosen investment model. The firm works to achieve strong performance over multiple market cycles, endeavoring to select those securities that they believe represent the most attractive opportunities for their clients over the long term. BWFA focuses on investing in securities that they believe are undervalued at the time of purchase and have the potential for growth. | Finance |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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