ABOUT KellyKelly is a portfolio manager and team leader with Commerce Trust. Additionally, he serves on the Alternative Investment Strategy Committee and Investment Policy Committee. Upon gaining a thorough understanding of a client’s needs and goals as well as assessing the client’s entire financial situation, he works with our investment research team to construct a portfolio to help clients achieve their long-term goals.
Kelly comprehensively represents our research- and goals-based investment process, starting with the initial assessment and creation of an investment objective to ongoing evaluation and adjustments based on changing market and life circumstances. With a deep knowledge of the market and experience in investment management, he serves clients with thought leadership, insight, and consulting services. Kelly joined Commerce in 2012 and has more than 15 years of experience in the financial services industry.
He earned both a Bachelor of Arts degree in political science and a Juris Doctor degree from University of Kansas. Kelly is a member of the CFA Institute and Kansas City Society of Financial Analysts. He holds the Chartered Financial Analyst® designation and is a graduate of the Advanced Leadership Development Program at Commerce. Kelly is a member of the Reach Out and Read Kansas City Advisory Board as well as its finance committee.