The Kelly Group News

Wolpoff attends Morningstar conference

   Charlie Wolpoff, The Kelly Group’s Director of Financial Planning and Research, traveled to Chicago the week of July 11 to attend the 2018 Morningstar Investment Conference. This annual event provides diverse and cutting-edge insights into developments on financial...

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Kelly Group sponsors mini-golf tournament

On May 31st, The Kelly Group sponsored and participated in the annual Harford County Chamber of Commerce mini-golf tournament at Jurassic Golf in Bel Air.  The event raises funds for the Chamber’s annual college scholarships which will be awarded later this month. ...

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The Kelly Group attends Pimco Forum

     Chad Arrington and Tom Cusick attended the PIMCO 2018 Wealth Management Forum in New York City on May 21-22.  The forum was held at the New York Stock Exchange, providing an opportunity for Chad and Tom to tour the trade floor and experience both opening and...

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Chuck completes his 4th Escape from Alcatraz

     On June 3rd, Financial Advisor and CPA, Chuck Wienckowski, completed his fourth “Escape from Alcatraz” triathlon in San Francisco, California.  One of 1,570 triathletes, Chuck completed the 1.5 mile swim, 18 mile bike ride and 8 mile run in 5 hours and 10...

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The Kelly Group supports The Close Foundation

  The Kelly Group was a proud sponsor of the annual Albert P. Close Foundation Black Eyed Susan fundraiser held at Rockfield Manor on Friday, May 18th.  The Foundation raises money to support our   at-risk youth and also funds the “Hold Them Close” program at...

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Henninger attends AOF Appreciation Breakfast

  On May 17th, Financial Planning Associate, Joe Henninger, attended the Annual Academy of Finance Appreciation Breakfast. The event honored the board of directors and business and internship partners of The Edgewood Academy of Finance. Joe sits on the Academy’s...

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