Rob KellyRob KellyManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
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
Oil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read Now
Not a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now
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Paying with debt: How to leverage your investments
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The world changed in 10 days: An oil unwind and a hawkish Fed
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$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowOil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read NowNot a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowSmall-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowPaying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThe world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowHow to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now