Email: kkelly@sjsinvest.com
Office: (419) 885-2626 Toledo, Ohio Metropolitan Area
“To me, people are the most important aspect in business and that’s why I wanted to be a part of SJS…it’s our client-first culture, our entrepreneurial spirit and our science-based investment principles that can impact people’s lives in a truly meaningful way.”
Kevin Kelly, CFA
President, Chief Compliance Officer, investment committee member
Kevin focuses on enhancing the client experience at SJS. He ensures that all operations along with investment and client support functions are “SJS-worthy” and running efficiently. Since January 2022, Kevin is also the Chief Compliance Officer of SJS.
An investment professional since 2000, Kevin serves on the SJS Investment Committee and provides guidance on portfolio design and investment strategy.
Kevin, who loves analytics and science, started out his career with an Electrical Engineering degree from University of Notre Dame, and then earned a Master of Management degree from Northwestern University’s Kellogg Graduate School of Management. He held management positions in large and small organizations, including non-profits.
Kevin and SJS are a perfect match, and years ago he transitioned to the company because of its client-first culture, its entrepreneurial spirit, and the science-based investment principles that guide decisions.
Kevin grew up in Minneapolis and found his way to northwest Ohio through his college sweetheart and wife, Kate. Along with sharing in the upbringing of their eight children, Kevin serves on several non-profit boards, including on the Finance Council and Investment Committee of the Diocese of Toledo, as Treasurer of the Ohio Right to Life Society, and on the Finance Committee of St. Joseph Church in Sylvania, Ohio.
When time permits, Kevin enjoys culinary experiments in the kitchen and on the grill.
