Bryan Kelly opens Upper Chesapeake Health Donor Reception

Bryan Kelly opens Upper Chesapeake Health Donor Reception

On April 11th, Bryan Kelly gave the opening remarks at the University of Maryland Upper Chesapeake Health Annual Leadership Donor Reception.  The event honored the generosity of UM UCH’s many supporters and community partners.  Bryan is the Chairman of the UM UCH Board of Directors.

The Kelly Group welcomes 4FIN intern, Kristen Butler

The Kelly Group welcomes 4FIN intern, Kristen Butler

The Kelly Group is pleased to welcome 4FIN intern, Kristen Butler.   Kristen is one of four Harford Community College students awarded a full year paid internship at four local financial services firms.  Each intern rotates quarterly to gain hands-on business experience in four very different areas of the finance industry.

The Kelly Group supports ARC NCR event

The Kelly Group supports ARC NCR event

On Saturday, April 6th, Michael Bertrand and his wife Denise attended the ARC, Northern Chesapeake Region fundraising gala, “Seas the Day” at Maryland Golf and Country Club.  The ARC empowers people with differing abilities to live, work and thrive in the community.  The Kelly Group was a proud sponsor of the event.

The Kelly Group hosts Town Hall

The Kelly Group hosts Town Hall

On Thursday, March 21, The Kelly Group held a Town Hall event for our clients on “An Investment Process for All Markets” at Maryland Golf and Country Clubs. The event featured Bryan Kelly, Founding and Managing Partner, who took attendees “behind the scenes” of how we invest client assets. He articulated the various facets of the process, including how we the allocate funds among asset classes, the power of diversification, and the five “pillars” of a successful strategist. Bryan also discussed the role investor behavior often plays in investment results.

 

Jodi Davis selected as speaker at military conference

Jodi Davis selected as speaker at military conference

Jodi Davis was selected as one of the featured speakers at the Army Community Service (ACS) Military Saves Conference located at Aberdeen Proving Ground this week.  ACS offers a wealth of resources for Soldiers, Families, Reservists, Retirees, and DoD Civilians.  The conference was part of their Financial Fitness Series to address important financial literacy topics. Jodi provided two presentations, and on Tuesday, February 26 she spoke to attendees on Retirement Strategies for Baby Boomers, and the next day shared her expertise on Social Security Strategies for Retirement Planning.