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Patrick Kelly

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Patrick Kelly

Managing Director | Bernstein Private Wealth Management

Los Angeles, California, United States

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Patrick Kelly

Summary

Patrick Kelly is a seasoned financial professional with over 30 years of experience in global financial markets, primarily focused on helping individual investors navigate the complexities of wealth management. After a successful tenure at notable investment banks in major financial hubs like New York and London, he transitioned to Bernstein Private Wealth Management in Los Angeles, where he has been a Managing Director since 2021. His passion lies in demystifying financial concepts for clients, leveraging his extensive background in capital markets to educate and guide them in their investment decisions. Patrick's commitment to client-centric service is evident in his long-standing tenure at Bernstein, which emphasizes research and personalized investment strategies. His unique perspective combines institutional knowledge with a desire to empower individual investors, making him a valuable resource in the financial advisory space. Throughout his career, he has consistently demonstrated a dedication to client success and financial literacy, setting him apart in the industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Patrick Kelly

Work Experience

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Managing Director at

Bernstein Private Wealth Management

January 2021 - Present

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Managing Director, Global Institutional Sales at

Sanford C Bernstein

October 2005 - May 2020

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Managing Director, European Equity Sales at

Sanford C Bernstein

October 2002 - October 2005

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Vice President, European Equity Sales at

Sanford C Bernstein

October 2000 - October 2002

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Patrick Kelly

Education

The College of the Holy Cross, Bachelor’s Degree

January 1983 - January 1987

Frequently Asked Questions about Patrick Kelly

What is Patrick Kelly email address?

Patrick Kelly's primary email address is *******@bernstein.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Patrick Kelly work for?

Patrick Kelly is a Managing Director at Bernstein Private Wealth Management, a company specializing in Monetary Authorities-Central Bank.

Where Patrick Kelly graduated from?

Patrick Kelly holds a degree in Economics from The College of the Holy Cross.

How can I directly contact Patrick Kelly?

To contact Patrick Kelly directly, you can use the email address *******@bernstein.com. Complete contact information is available upon registration with Muraena.

Who is Patrick Kelly?

Patrick Kelly is a seasoned financial professional with over 30 years of experience in global financial markets, primarily focused on helping individual investors navigate the complexities of wealth management. After a successful tenure at notable investment banks in major financial hubs like New York and London, he transitioned to Bernstein Private Wealth Management in Los Angeles, where he has been a Managing Director since 2021. His passion lies in demystifying financial concepts for clients, leveraging his extensive background in capital markets to educate and guide them in their investment decisions. Patrick's commitment to client-centric service is evident in his long-standing tenure at Bernstein, which emphasizes research and personalized investment strategies. His unique perspective combines institutional knowledge with a desire to empower individual investors, making him a valuable resource in the financial advisory space. Throughout his career, he has consistently demonstrated a dedication to client success and financial literacy, setting him apart in the industry.

Patrick`s contact details

mail

*******@bernstein.com

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