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Kelly Mckernan
Kelly Mckernan
Senior Vice President and Portfolio Manager | Appleton Partners, Inc.
Boston, Massachusetts, United States
Kelly Mckernan
Summary
Kelly Mckernan is an accomplished investment management professional with extensive experience in portfolio management and a strong focus on client-centered strategies. As the Senior Vice President at Appleton Partners, she excels in constructing personalized investment plans that align with clients' multifaceted financial goals. Her career spans several prestigious institutions, showcasing her deep expertise in alternative investments and asset management. Kelly's disciplined approach and results-driven mindset have enabled her to thrive in high-pressure environments, making significant impacts in her roles. With a solid educational background in finance and management, she combines technical acumen with strategic vision. Passionate about wealth management, Kelly is dedicated to empowering clients through informed investment decisions. She is also a recognized leader in her field, consistently seeking innovative solutions to complex financial challenges.
Kelly Mckernan
Work Experience
Senior Vice President and Portfolio Manager at
Appleton Partners, Inc.
May 2015 - Present
Senior Vice President & Portfolio Manager at
Silicon Valley Bank
March 2011 - May 2015
Vice President at
Bernstein Private Wealth Management
September 2004 - November 2010
Vice President/Defined Contribution Sales & Marketing at
Deutsche Bank
January 1994 - January 2004
Bank Liquidator at
Federal Deposit Insurance Corporation (FDIC)
January 1992 - January 1994
Lender at
Barnes & Noble, Inc.
January 1987 - January 1992
Kelly Mckernan
Education
Frequently Asked Questions about Kelly Mckernan
What is Kelly Mckernan email address?
Kelly Mckernan's primary email address is *********@appletonpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Kelly Mckernan work for?
Kelly Mckernan is a Senior Vice President and Portfolio Manager at Appleton Partners, Inc., a company specializing in Other Financial Investment Activities.
Where Kelly Mckernan graduated from?
Kelly Mckernan holds a degree in Masters Of Science In Finance from Boston College - Wallace E. Carroll Graduate School of Management.
How can I directly contact Kelly Mckernan?
To contact Kelly Mckernan directly, you can use the email address *********@appletonpartners.com. Complete contact information is available upon registration with Muraena.
Who is Kelly Mckernan?
Kelly Mckernan is an accomplished investment management professional with extensive experience in portfolio management and a strong focus on client-centered strategies. As the Senior Vice President at Appleton Partners, she excels in constructing personalized investment plans that align with clients' multifaceted financial goals. Her career spans several prestigious institutions, showcasing her deep expertise in alternative investments and asset management. Kelly's disciplined approach and results-driven mindset have enabled her to thrive in high-pressure environments, making significant impacts in her roles. With a solid educational background in finance and management, she combines technical acumen with strategic vision. Passionate about wealth management, Kelly is dedicated to empowering clients through informed investment decisions. She is also a recognized leader in her field, consistently seeking innovative solutions to complex financial challenges.
Kelly`s contact details
*********@appletonpartners.com
Colleagues
Managing Director, Fixed Income
Senior Vice President - Portfolio Manager
Vice President
Vice President
Chief Operating Officer
Board Member
Vice President - Business Systems
SVP, Chief Compliance Officer, In-House Counsel
Senior Vice President
VP, Institutional Sales and Marketing