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Kelly Mckernan

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Kelly Mckernan

Senior Vice President and Portfolio Manager | Appleton Partners, Inc.

Boston, Massachusetts, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Kelly Mckernan

Work Experience

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Senior Vice President and Portfolio Manager at

Appleton Partners, Inc.

May 2015 - Present

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Senior Vice President & Portfolio Manager at

Silicon Valley Bank

March 2011 - May 2015

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Vice President at

Bernstein Private Wealth Management

September 2004 - November 2010

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Vice President/Defined Contribution Sales & Marketing at

Deutsche Bank

January 1994 - January 2004

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Bank Liquidator at

Federal Deposit Insurance Corporation (FDIC)

January 1992 - January 1994

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Lender at

Barnes & Noble, Inc.

January 1987 - January 1992

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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

mail

*********@appletonpartners.com

Colleagues

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Anson Clough

Managing Director, Fixed Income

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Geoff Chamberlain

Senior Vice President - Portfolio Manager

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Ryan Tracy

Vice President

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Redis Kelmendi

Vice President

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Robert Krantz

Chief Operating Officer

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Terry

Board Member

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Michael Digiando Pmp

Vice President - Business Systems

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Michael Howard

SVP, Chief Compliance Officer, In-House Counsel

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Nancy Place

Senior Vice President

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Benjamin Holcombe

VP, Institutional Sales and Marketing

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