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.
2659065.4.1
Related Articles
From the Consultants' Desk: Allocations in Volatile Markets
How inflation, volatile markets, recession fears, and ongoing uncertainty are affecting allocation decisions in financial advisors’ portfolios.
Is the 60% Stocks / 40% Bonds Portfolio Really Dead?
With interest rates more likely to rise than fall, investors may want to revisit their bond allocations with an eye toward risk.
Portfolio Defense: Value, Growth, or Neither?
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
How Should You Rebalance a Simple Portfolio?
Our research suggests that using asset thresholds rather than a calendar-based schedule provides better outcomes.
- October 21, 2021
- James Kelly
