Profile

Prior to joining Logan, Ms. Kelly served as a Financial Advisor at CoreStates Capital Advisors from 2008 to 2009.
Most recently, she was a member of BNY Mellon's Private Wealth Management Group in the Mid-Atlantic region.
Prior to Mellon, she held relationship management positions with Summit Bancorp and the American National Bank & Trust in Chicago, where she was a manager in middle market lending.
Ms. Kelly received her Bachelors degree in Finance from Indiana University in Bloomington, Indiana and holds a Series 66 license.

Former positions of Julie D. Kelly

CompaniesPositionEnd
Portfolio Manager-Equities 31/12/2009
Portfolio Manager-Equities 24/10/2012
Corporate Officer/Principal -
The Summit Bancorporation (New Jersey) Corporate Officer/Principal -
Corporate Officer/Principal -
See the detail of Julie D. Kelly's experience

Training of Julie D. Kelly

Indiana University Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Julie D. Kelly's experience

Connections

2

1st degree connections

6

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies5

Finance

Finance

The Summit Bancorporation (New Jersey)

Finance

Finance

Finance

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