Joe Kelley
Portfolio Manager-Equities at Acropolis Investment Management LLC
Profile
Mr. Joseph A.
Kelley is a Portfolio Manager at Acropolis Investment Management LLC.
He joined the firm in 2008.
He has over 35 years of career in commercial banking.
Mr. Kelley's banking experience includes developing and managing corporate loan and leasing relationships, managing business units for regional banks and running an independent community bank.
The common thread throughout his career has been the management of client relationships.
He has a wealth of experience in the financial services sector and keen sensitivity to his client’s needs.
He was previously employed as President by Concord Bank (St. Louis, Missouri), Senior Vice President by Bank Midwest (Spirit Lake, Iowa), Senior Vice President by First Bank (Creve Coeur, Missouri), and Senior Vice President by First Alliance Bank.
He received a B.S.B.A.
degree in Economics from the University of Denver.
Joe Kelley active positions
| Companies | Position | Start |
|---|---|---|
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Portfolio Manager-Equities | 01/01/2008 |
Former positions of Joe Kelley
| Companies | Position | End |
|---|---|---|
Concord Bank (St. Louis, Missouri)
 Concord Bank (St. Louis, Missouri) Regional BanksFinance Concord Bank operated as a state chartered commercial bank. The company was incorporated on December 11, 1995 and was headquartered in St. Louis, MO. | President | 31/12/2007 |
Bank Midwest (Spirit Lake, Iowa)
 Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Bank Midwest operates as state chartered commercial bank. It offers debit cards, online banking, payments and receipts, account service forms, order checks and account benefit support. The company was founded by R. L. Goodenow in 1882 and is headquartered in Spirit Lake, IA. | Corporate Officer/Principal | 30/11/2006 |
First Bank (Creve Coeur, Missouri)
 First Bank (Creve Coeur, Missouri) Regional BanksFinance First Bank operates as a state commercial bank. The company is headquartered in Creve Coeur, MO. | Corporate Officer/Principal | 31/01/2004 |
Everbank NA
 Everbank NA Savings BanksFinance Everbank NA provides nationwide banking and lending services to consumer, commercial and institutional clients. It provides personal, business and commercial banking services. The company was founded in 1961 and is headquartered in Jacksonville, FL. | Corporate Officer/Principal | 31/08/2002 |
Training of Joe Kelley
| University of Denver | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Finance |
Concord Bank (St. Louis, Missouri)
Concord Bank (St. Louis, Missouri) Regional BanksFinance Concord Bank operated as a state chartered commercial bank. The company was incorporated on December 11, 1995 and was headquartered in St. Louis, MO. | Finance |
Bank Midwest (Spirit Lake, Iowa)
Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Bank Midwest operates as state chartered commercial bank. It offers debit cards, online banking, payments and receipts, account service forms, order checks and account benefit support. The company was founded by R. L. Goodenow in 1882 and is headquartered in Spirit Lake, IA. | Finance |
First Bank (Creve Coeur, Missouri)
First Bank (Creve Coeur, Missouri) Regional BanksFinance First Bank operates as a state commercial bank. The company is headquartered in Creve Coeur, MO. | Finance |
Everbank NA
Everbank NA Savings BanksFinance Everbank NA provides nationwide banking and lending services to consumer, commercial and institutional clients. It provides personal, business and commercial banking services. The company was founded in 1961 and is headquartered in Jacksonville, FL. | Finance |
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