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
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January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowSelling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNavigating the new year: 3 resolutions for investors
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowShould I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInsulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now