Daniel Kelley
Portfolio Consultant,ellis Investment Partners,llc at Ellis Investment Partners, Llc
Based in Downingtown, United States
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Seniority
Staff
Department
Other
Location
Downingtown
Industry
Financial Services
Company size
21
Contact information
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d•••••••@ellisinvestmentpartners.com
Phone
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Background
About Daniel Kelley
Daniel Kelley has over twenty years of experience in the financial services industry and holds the Certified Fund Specialist (CFS) and Certified Senior Advisor (CSA) designations. As a consultant, Dan uses a step-by-step analysis and planning process to help clients identify financial, investment and retirement objectives. Dan is experienced in the structuring and management of investment portfolios, including consolidation of assets and performance reporting. Dan maintains a service principle to work with no more than 60 client/family relationships, in order to provide the level of service & responsiveness his clients deserve. Dan's clients include Certified Public Accountants, Corporate Executives, business owners and retirees.
Decision-makers
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Samuel Carpin
Financial Advisor · Finance & Accounting
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Stacey Costin
Executive Assistant · General Business & Management
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David Y. Sun
President & CIO · Other
- ACDirector
Anthony Civitello
Director of Portfolio Management Operations · Other
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Robin Sun
Financial Planning and Portfolio Consultant · Other
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