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

Markets

Quick shot: President Biden bows out of the election – now what?

July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
Outlook

Three big surprises that could drive markets in the second half

July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
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