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Mark  Kelly, CFA

Mark Kelly, CFA

Strategic Investment Partner

Mark Kelly, CFA

Mark is our case liaison for TAG Invest, our team-directed investment management service focusing on tax management, expense reduction, and risk management. In this role, he is responsible for developing our investment management processes and consults with financial advisors on asset management, liquidity management, and advanced case design.

Mark has seven years of experience in the financial services industry, most recently supervising the asset management division of an independent financial planning firm. He has also worked in relationship management and brokerage operations for an independent broker-dealer’s home office.

Mark is a graduate of Drake University in Des Moines IA, majoring in Finance and International business. He also holds the designation of Chartered Financial Analyst.

The TAG Invest process focuses on those areas that add the most value to our relationship with you: tax management, expense reduction, risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional return without adding additional risk. Those strategies can be customized to your other investments.

TAG Invest is a part of TAG Advisors, the partner that provides many services that support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back office functions to deliver more value to clients like you.