James Kelly, CFA®, CFP®, CAIA
Vice President, Portfolio Consultant
Natixis Investment Managers Solutions
James Kelly is part of the Portfolio Analysis & Consulting team that provides portfolio research and construction consultation to wealth advisors using an array of qualitative insights and quantitative tools. Prior to joining Natixis, he was a financial advisor on a high-net-worth wealth management team at Oppenheimer & Co.
Mr. Kelly is a CFA® charterholder, a CFP® professional, and a Chartered Alternative Investment Analyst, and is also FINRA Series 7 and 66 licensed.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.
Using index P/E ratios for historical comparisons may be inaccurate because index composition can change significantly over time.