Jake E.J. Kelly
Trading-Equity at Cardinal Capital Management LLC
Profile
Mr. Jake E.
Kelly is a Junior Trader at Cardinal Capital Management LLC.
Prior to joining Cardinal in 2021, he was an associate portfolio manager at Bank of America Private Bank and Bourgeon Capital.
He holds a BS in financial management from the University of Connecticut.
Jake E.J. Kelly active positions
Companies | Position | Start |
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Cardinal Capital Management LLC
Cardinal Capital Management LLC Investment ManagersFinance Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages. | Trading-Equity | 01/01/2021 |
Former positions of Jake E.J. Kelly
Companies | Position | End |
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Bourgeon Capital Management LLC
Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Analyst-Equity | 01/06/2019 |
Training of Jake E.J. Kelly
University of Connecticut | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Bourgeon Capital Management LLC
Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
Cardinal Capital Management LLC
Cardinal Capital Management LLC Investment ManagersFinance Founded in 1995, Cardinal Capital Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm provides advisory services on a discretionary basis to their clients, which include public and private institutions, corporations, public and private pension plans, investment companies, foundations and endowments, mutual funds and high net-worth individuals. Clients invest through separately managed accounts, in one of the mutual funds Cardinal sub-advises, or in one or both of the limited partnerships Cardinal manages. | Finance |
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