The Kelly Group Professional Happenings

Bertrand attends technology forum

Director of Operations, Michael Bertrand, attended the annual Albridge Forum on Thursday September 14th in Washington D.C.  The event was a technology forum for our performance reporting software designed to showcase market trends and emerging technologies.

The Kelly Group attends Ignite conference


On September 13-15, Bryan Kelly, Michele Wolbert and Jodi Davis attended the annual Ignite conference in Dallas, Texas. The conference, held each year by our broker/dealer, Cambridge Investment Research, Inc., was attended by more than 1800 professionals in our industry. Speakers provided valuable educational tools and informational sessions on industry related topics such as technology, regulatory changes and overviews, service excellence, client engagement, portfolio management, amongst many others. The Kelly Group finds these conferences to be a valuable way to remain highly informed and ultimately to better serve our clients.

The Kelly Group hosts industry professionals

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.



Bryan Kelly on PIMCO Advisory Council



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. 

Bryan Kelly meets with Cambridge Top Execs

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.

Arrington attends New Century Council Meeting

The New Century Council of Cambridge Investment Research, Inc. met in Newport Beach on May 3, 2017.  Chad Arrington (pictured on far left) is a member of the council and attended and presented during the collaborative sessions focusing on topics such as helping advisors develop digital marketing strategies, as well as creating systems and processes for hiring and training new advisors.  Amy Webber, President of Cambridge, joined by other Cambridge talent, worked with the council to discuss the future of the financial advisory profession.

Chuck Wienckowski presents to HCC accounting students

2017 March 13 – Chuck Wienckowski was invited to speak to accounting students at Harford Community College.  His presentation, entitled “careers in accounting”, was interactive with the students who are considering futures in the industry.

8th Annual Economic Forum

2017 January 19 – The Kelly Group hosted its 8th Annual Economic Forum at Maryland Golf & Country Club.  Nearly 240 clients and guests joined us for a fun filled and educational evening featuring keynote speaker and local economist, Anirban Basu.

Arrington attends Federal Reserve Update

Financial advisor, Chad Arrington, attended an economic update focusing on the recent trends and outlook for the U.S. and Maryland economies. The update was held at the Federal Reserve Bank of Richmond Baltimore Branch on January 18, 2017 and presented by Andy Bauer, the branch’s senior regional economist.  Despite a lot of uncertainty, there are also many trends driving long-term growth in the economy.  Pictured below are Chad Arrington (left) and Andy Bauer (right).

Office Closed

Our office will be closed on Monday, January 2nd, in observance of the New Year holiday.

The Kelly Group Team would like to thank all of our clients for their continued confidence and we look forward to working with you in 2017 and beyond.  From our family to yours….Have a Safe and Happy New Year!


Kelly Group Holiday Closing

The Kelly Group offices will be closed Friday, December 23rd through Monday, December 26th so that our team may spend quality time with their loved ones.  We will reopen on Tuesday, December 27th at 8:30am.

From our family to yours, wishing all of our clients and friends a Very Merry and Joy Filled Christmas!!


Wolpoff attends Davis Forum


As part of The Kelly Group’s investment due diligence process, Charlie Wolpoff attended an investment forum hosted by Davis Advisors, one of TKG’s strategists. Presenters included Chris Davis (left) and Danton Goei, co-managers of the Davis funds held by TKG: Davis New York Venture and Davis Selected American funds. The Davis team provided a very informative and in depth analysis of the Davis investment discipline, their views of potential opportunities in today’s markets, the potential impact of the election, and insight into the wisdom of some of the greatest investment minds. Davis and Goei also addressed in considerable detail questions from the attendees. The Nov. 18 forum was held mostly in the historic New York Waldorf Astoria.

The Kelly Group’s Tax Planning Seminar

The Kelly Group held its annual Year End Tax Planning Seminar for clients and guests on November 3rd at Maryland Golf & Country Club.  Presenter Chuck Wienckowski, CPA/PFS, CDFA®, AEP® discussed several areas to consider in year end tax planning and provided an overview of proposed new tax changes.

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Bill Kelly named “Local Legend”

Our very own Bill Kelly was featured in “Legendary Locals of Bel Air” by Carol Deibel and Kathi Santora. The book features people and businesses who have helped Bel Air grow from wilderness in the 1780’s to today’s thriving town.  You can find Bill’s story in Chapter 3 – The Economic Engines.  So proud to work with our very own local legend!!!!

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Jodi speaks at MACPA PFP Conference

Jodi Davis was invited to speak at the Annual MACPA Personal Financial Planning Conference in Towson on October 25th. Her presentation, titled What Women Want (and Need) in a Financial Adviser, was made to CPA’s who are financial planners or business consultants advising clients in retirement and financial planning issues. 


The Kelly Group attends annual conference

On September 28, 2016, four members of The Kelly Group team travelled to Hershey, PA for the annual Premier Wealth Management Conference. Kathi Morlock, Jodi Davis, Charlie Wolpoff and Michael Bertrand attended the two day event filled with information on upcoming legislative changes, industry news and practice management tools.  Jodi was invited to present to her peers on the effects of recent Social Security legislation.

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