From June 11-14, Bryan Kelly met with top executives of Cambridge Investment Research, Inc.–The Kelly Group’s Registered Investment Advisor– to discuss challenges and opportunities posed by significant recent developments in the financial services industry. Among those Bryan met with are: Cambridge’s Eric Schwartz, Executive Chairman of the Board for Cambridge (with Bryan in the left picture, below), Cambridge CEO Amy Webber (with Bryan in the center picture, below), Colleen Bell, First Vice President of Fiduciary Services for Cambridge (picture on right), and Bob Pugliese, our Cambridge Branch Manager (picture on right). The primary focus of these conversations was the impact of the recently issued Department of Labor ruling, which significantly redefines the fiduciary responsibilities of financial advisors and mandates changes to the industry’s cost structure. Bryan used this occasion of personal access to Cambridge’s top decision makers by focusing on how to respond to this phase of the industry’s evolution in a manner that best protects our clients’ interests. Bryan also confirmed that The Kelly Group remains very well positioned within the industry because of the client-centric policies the firm already has in place. These discussions took place while Bryan attended Cambridge’s Premier Club Conference in Vancouver, British Columbia. This invitation-only conference is held annually for Cambridge’s top advisors.
More milestones for our Kelly Group family. Miranda Bengel (daughter of Director of Client Services, Nicole Bengel and her husband Nick) graduated from Bel Air High School and Ryan Bertrand (Son of Director of Operations, Michael Bertrand and his wife Denise), graduated from Calvert Hall. We wish both of the graduates much success as they head off to college in the Fall.
Kathi Morlock and her daughter Amy completed the Baltimore 10 Miler on June 3rd. The race is a challenging scenic course that drew over 5000 runners this year. The proceeds from the race benefited several local charitable organizations including the American Diabetes Assn., Back on My Feet and Athletes Serving Athletes.
Chuck Wienckowski and his wife Ann took advantage of the warm weather and recently enjoyed a three hour kayaking adventure on the Susquehanna River.
The Kelly Group’s Chad Arrington teamed up with Jason Gasior of GSF Mortgage for the 6th Annual Mini-Golf Scholarship Fundraiser event sponsored by the Harford County Chamber of Commerce Young Professionals committee. The fundraiser was held Thursday, June 1st. Donations are used toward scholarships awarded by the Chamber’s Education Foundation. Pictured from left to right are Daria Arrington, Chad Arrington, Jason Gasior, and Emily Gasior.