Michael Bertrand and his wife Denise celebrated two-fold last week as their twins Allison and Jason graduated from high school. Allison graduated from Eastern Technical High School and Jason from Calvert Hall College High School. Congrats to Allison and Jason!!!
On Friday, May 17th, The Kelly Group sponsored and attended the Close Foundation’s annual “Black Eyed Susan” fundraiser at Rockfield Manor. The event attracted a record number of attendees who came out to support the Foundation’s mission of providing support to local at-risk youth and giving financial assistance to the “Hold Them Close” program at University of Maryland Upper Chesapeake Medical Center to aid babies born drug dependent. Pictured are: Michele Wolbert, Rick Fletcher and Kathi Morlock. Michele serves on the board of directors of The Close Foundation.
Executive Vice President Rick Fletcher and his wife Vanessa celebrated their son Luke as he graduated cum laude from Liberty University in Lynchburg, Virginia. Luke received special recognition for entrepreneurship in Cinematic Arts for producing 12 commercial videos prior to graduation. Luke’s wife, Annie, graduated magna cum laude with a degree in Exercise Science.
A very heartfelt congratulations to partner Chad Arrington and his wife Daria who welcomed twin girls Ava James (6lbs 1.5 oz) and Harper Elise (6lbs 12 oz) into this world on Saturday April 20th. Mom and babies are doing well and Dad and big sister Ruby Leigh are over the moon!!! Our Kelly Group team is so happy for all of them!
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.
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.