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.
From February 13 to 16, Bryan Kelly and Rick Fletcher attended the annual Premier Club Conference held by The Kelly Group’s broker/dealer, Cambridge Investment Research Inc. This year, the conference—which is invitation only for Cambridge’s top producers—was held in Dana Point, CA. The event provided Bryan and Rick with the opportunity to meet with top Cambridge officials and other important industry figures to discuss fresh ideas and strategies for continuing to provide state of the art client service.
On January 17, The Kelly Group held its 10th annual Economic Forum at the Maryland Golf and Country Clubs. Attended by more than 220 clients and other guests, the event was highlighted by keynote speaker and leading economist Anirban Basu. As he has done for our previous nine forums, Basu provided an insightful analysis of the global, national, and local economies with his inimitable humor and entertaining style. Combined with managing partner Bryan Kelly’s introductory review of The Kelly Group’s exciting 2018 and our long-term approach to investing, the evening helped put in perspective the prospects for the economy and the markets, and the role The Kelly Group can play in keeping clients’ focused on their long-term plans regardless of short term developments. As a bonus, prior to the presentations, our attendees had exclusive access to the entire club while enjoying delicious food and liquid refreshments.