Appleton Partners, Inc.
Kelly McKernan has a strong background in finance and investment management. Kelly started their career as a Lender at North Fork Bank in 1987 and later worked as a Bank Liquidator at the Federal Deposit Insurance Corporation from 1992 to 1994. McKernan then moved on to Deutsche Bank (formerly Scudder Stevens & Clark) where they served as Vice President of Defined Contribution Sales & Marketing from 1994 to 2004. Kelly then became a Vice President at Bernstein Global Wealth Management from 2004 to 2010. McKernan's next role was as a Senior Vice President & Portfolio Manager at Boston Private Bank from 2011 to 2015. Currently, they are working as a Senior Vice President and Portfolio Manager at Appleton Partners, Inc. since 2015, where they manage investment portfolios for private clients.
Kelly McKernan has a Bachelor of Science degree in Management Science & Marketing from SUNY Geneseo. Additionally, they hold a Master of Science in Finance degree from Boston College Carroll School of Management. However, no specific start or end years were provided for either educational accomplishment.