2016.03.18 – Three members of The Kelly Group’s Investment Committee traveled to Short Hills New Jersey to visit with portfolio managers of Franklin Templeton, one of the mutual fund companies we utilize. Flanked by Chad Arrington and Charlie Wolpoff on the left, and Joe Henninger on the right, is Philippe Brugere-Trelat, co-Portfolio Manager of Franklin Mutual Global Discovery Fund.
2.2016 Bill and Bryan Kelly, co-founders of The Kelly Group, were both named to Cambridge Premier Club 2016 by our independent broker-dealer, Cambridge Investment Research, Inc. (Cambridge). This honor recognizes a financial advisor’s independent business accomplishments in delivering the highest levels of client service and productivity while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Distinction as a member of Cambridge Premier Club 2016 included a special invitation to Palm Beach, Aruba. Bill enjoyed the conference. Bryan was unable to attend.
The Kelly Group attended and were sponsors of the 26th Annual Boys & Girls Clubs of Harford County Steak & Burger Dinner at the APGFCU Arena. The event helped raised nearly $120,000 to support our local clubs. Pictured are from left to right: Lois Kissinger Kelly,Bill Kelly, Michele Wolbert and Nicole Bengel. Michele sits on the board of directors of the B&GC and was once again the event co-chair.