On July 17, The Kelly Group hosted several industry professionals at an all-day conference to discuss industry trends and opportunities in the ever-evolving wealth management industry. Reflecting The Kelly Group’s respected standing, our guests traveled significant distances to address the TKG management team in Bel Air. Colleen Bell, First VP of Fiduciary Services of Iowa-based Cambridge, our Registered Investment Advisor, discussed keys to adapting to the changing industry environment. Chicago-based Nancy Harris, of Fidelity Clearing and Custody Solutions, our custodian, discussed an array of technological advancements that will help us service our clients better, smarter, faster. Bob Pugliese, our Philadelphia-based Cambridge Branch Manager, added valuable insights regarding several of the most significant industry changes. The common theme throughout the day: Best practices for continuing to provide the highest quality client service.
The Kelly Group was proud to once again sponsor and participate in the Harford Community College Foundation’s Annual Summer Swing Golf Tournament. The Foundation receives and administers private gifts, bequests and donations to benefit Harford Community College. Bryan Kelly is a former chairman of the Harford Community College Board of Directors. Pictured: Financial Planners Joe Henninger, Jordan Heaps and Tom Cusick who worked the Long Putt contest. Financial Advisor Chuck Wienckowski (right) played in the tournament.
From June 27-29, Bryan attended the PIMCO Independent Financial Advisor Advisory Council meeting at PIMCO headquarters in Newport Beach, CA. Bryan is a founding member of PIMCO’s Advisory Council, which consists of a select number of advisors nationwide. The purpose of the Council is to encourage candid conversations with PIMCO officials about its investment strategies and how it can better help advisors meet client needs. While advisors generally serve a two-year commitment, PIMCO has asked Bryan to extend his tenure through a third year. Bryan, one of twelve advisors attending, engaged in substantive conversations with PIMCO’s executive leadership, including PIMCO’s president, as well as a senior economist, portfolio managers and asset allocation specialists. The discussion was particularly timely in light of major regulatory changes in the industry, and ongoing developments in the fixed income markets.
The meeting was also an opportunity for Bryan to update our research on PIMCO, one of The Kelly Group’s long-time fixed income strategists, as part of TKG’s ongoing due diligence process. “I came away from these meetings with continued confidence that our client’s assets remain in the industry’s finest and most capable hands,” Bryan said. PIMCO is one of the world’s largest investment managers, with about $1.6 trillion of assets.