Rob KellyRob Kelly
Managing Director
Wealth Partner

"As one of Kelly Group Wealth Partners' Portfolio Manager, he brings over 30 years of experience in investment research, portfolio management and providing wealth management solutions."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

About Rob

Rob Kelly is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.

His primary responsibilities include portfolio management, investment research and providing wealth management solutions to Kelly Group Wealth Partners' high-net-worth families. With over three decades of experience, Rob joined a J.P. Morgan predecessor firm in March 2009. Previously, he was a Senior Portfolio Manager at Smith Barney, joining the firm when Citigroup acquired Legg Mason in 2005. Earlier at Legg Mason, Rob was Vice President of Investments and a Senior Portfolio Manager, where his performance and background qualified him as a Senior Portfolio Manager under the firm's Managed Investment Portfolio Program. He began his career as a Portfolio Manager at Prudential Securities.

Rob is a graduate of Cornell University, and holds a B.S. degree in Applied Economics and Business Management.

Rob is a former member of the Epiphany Church Council of New York City. He is also a former member of the Board of Trustees and Chairman of the Finance Committee of Big Brothers Big Sisters of New York City, where he is the founder of the Big Brothers Big Sisters of NYC "Race for the Kids." He was formerly the Head of the Development Committee, Secretary and Trustee at the Epiphany School Foundation in New York City.

Rob has served on the Board at Zeckendorf Towers in New York City, where he lives with his wife and three children.

Insights

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Outlook

Can markets climb the wall of worry?

January 9, 2024From government shutdown fears to surging bond yields, there’s plenty for investors to fret about – but there’s also reason for optimism.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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