![Joe Kelley](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joe Kelley
Portföljförvaltare-Aktier på
Acropolis Investment Management LLC
Profil
Mr. Joseph A. Kelley is a Portfolio Manager at Acropolis Investment Management LLC.
He joined the firm in 2008.
He has over 35 years of career in commercial banking.
Mr. Kelley's banking experience includes developing and managing corporate loan and leasing relationships, managing business units for regional banks and running an independent community bank.
The common thread throughout his career has been the management of client relationships.
He has a wealth of experience in the financial services sector and keen sensitivity to his client’s needs.
He was previously employed as President by Concord Bank (St. Louis, Missouri), Senior Vice President by Bank Midwest (Spirit Lake, Iowa), Senior Vice President by First Bank (Creve Coeur, Missouri), and Senior Vice President by First Alliance Bank.
He received a B.S.B.A. degree in Economics from the University of Denver.
Aktiva positioner av Joe Kelley
| Företag | Position | Start |
|---|---|---|
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Portföljförvaltare-Aktier | 2008-01-01 |
Tidigare kända positioner av Joe Kelley
| Företag | Position | Slut |
|---|---|---|
Concord Bank (St. Louis, Missouri)
 Concord Bank (St. Louis, Missouri) Regional BanksFinance Operates as a state chartered commercial bank | President | 2007-12-31 |
Bank Midwest (Spirit Lake, Iowa)
 Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Operates as a state chartered commercial bank | Företagsledare/Principal | 2006-11-30 |
First Bank (Creve Coeur, Missouri)
 First Bank (Creve Coeur, Missouri) Regional BanksFinance Operates as a state chartered commercial bank | Företagsledare/Principal | 2004-01-31 |
Everbank NA
 Everbank NA Savings BanksFinance Operates as a federally chartered savings bank | Företagsledare/Principal | 2002-08-31 |
Joe Kelleys utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
47
Första gradens relationer
6
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 6 |
|---|---|
Bank Midwest (Spirit Lake, Iowa)
Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Finance |
University of Denver
 University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Bank (Creve Coeur, Missouri)
First Bank (Creve Coeur, Missouri) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Concord Bank (St. Louis, Missouri)
Concord Bank (St. Louis, Missouri) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Everbank NA
Everbank NA Savings BanksFinance Operates as a federally chartered savings bank | Finance |
