Joseph Kelly CFA, Chartered Financial Analyst®
Joseph is a holder of the Chartered Financial Analyst® designation and has a passion for financial research, portfolio management, investment consulting, and wealth planning. He has been working in the industry since 2019.
He is a graduate of Ohio University, where he studied International Business with a focus on Finance and Trade, graduating with honors.
Outside of his professional pursuits, Joseph leads an active lifestyle. He enjoys exercising, exploring new destinations through travel, and indulging his adventurous side with activities such as kayaking and rafting at Ohiopyle. Joseph is also an avid language learner and dedicates time to researching investment markets. However, his greatest joy comes from spending quality time with his fiancé and their two loyal Labrador retrievers.
John Kirkpatrick CIMA®, AIF®
Certified Investment Management Analyst® (CIMA®)
Accredited Investment Fiduciary® (AIF®)
John began working in the industry in 2014. His areas of experience include investment manager research, portfolio construction, investment lineup consulting and asset allocation. He studied finance at John Carroll University. John is married with two children. Outside of work, he enjoys skiing and golfing.
