Office: (419) 885-2626 Chicago, Illinois
Thomas Kelly, CFA
Chief investment officer, senior advisor, investment committee member
Tom joined SJS in June 2018 as a Senior Client Portfolio Manager, and was named Chief Investment Officer in October 2020. Tom works to continually improve the MarketPlus® Investing investment offering and implementation, as well as to grow SJS’ presence in the Chicago area.
Before SJS, Tom specialized in managing client relationships at CBIS in Chicago. Earlier in his career, he served as an international lay missioner and volunteer for the Salesian Missions in New York and spent 15 months in Juba, South Sudan.
A Chartered Financial Analyst® (CFA) Charterholder and member of the CFA Society of Chicago, Tom earned his degree in Business Administration at Marquette University in Milwaukee, where he majored in finance and accounting.
Tom actively participates in the Downtown Chicago Chapter of Legatus. Additionally, Tom serves as a Board Member for weDignify, Finance Committee for the Christian Brothers of the Midwest, and as an Investment Committee Member for the Sisters of the Holy Family of Nazareth.
In his free time, Tom enjoys spending time with his wife Emily, his daughter Kathleen, and his sons Oliver and Leo.
