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.
James 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.