Jim Kelly

78 year

Finance

Consumer Services

Profile

James Vincent Kelly was the founder of Kelly Capital Management LLC, which was founded in 2004, where he held the title of President from 2004 to 2021.
He was also a former Chairman & Chief Executive Officer at Addison Capital Management, LLC.
Additionally, he held the title of Executive Vice President at Walnut Asset Management LLC from 2003 to 2005.
Mr. Kelly received an undergraduate degree from the University of Virginia and an MBA from New York University.

Former positions of Jim Kelly

Companies	Position	End
Kelly Capital Management LLC Kelly Capital Management LLC Investment ManagersFinance Kelly Capital Management LLC (KCM) is an asset management firm headquartered in Avondale, Pennsylvania. The firm was founded in 2004 by James Kelly. KCM provides investment advisory services to individuals (both high-net worth and non-high net worth), all types of retirement plans, corporate assets, charitable organizations, foundations, and endowments.	Chief Executive Officer	01/07/2021
Walnut Asset Management LLC Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX).	Portfolio Manager-Equities	22/07/2005
Addison Capital Management, LLC	Chairman	-

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Training of Jim Kelly

University of Virginia	Undergraduate Degree
New York University	Masters Business Admin

Experiences
Positions held

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Linked companies

Private companies	3
Walnut Asset Management LLC Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX).	Finance
Kelly Capital Management LLC Kelly Capital Management LLC Investment ManagersFinance Kelly Capital Management LLC (KCM) is an asset management firm headquartered in Avondale, Pennsylvania. The firm was founded in 2004 by James Kelly. KCM provides investment advisory services to individuals (both high-net worth and non-high net worth), all types of retirement plans, corporate assets, charitable organizations, foundations, and endowments.	Finance
Addison Capital Management, LLC	Finance

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