JK

Justin Kelly

Lead Trader, Portfolio Solutions Analyst at Fiduciary Trust

Justin Kelly's work experience begins in 2009 when they worked as a Manager at Puttin on the Dog until 2013. In 2014, they held multiple roles, starting as a Security employee for the Boston Red Sox until 2022. Simultaneously, they worked as an Economics Research Assistant at Emmanuel from 2014 to 2016. In the same year, they also interned as a Wealth Management Intern at Merrill Lynch, focusing on database research, client relationships, and financial analysis. Kelly joined Fiduciary Trust Company in 2017 as a Cash Management Specialist and then moved on to become a Fees & Commissions Specialist in 2018. From 2019, they worked as a Portfolio Engineer, responsible for evaluating portfolios, managing client cash flow, and collaborating with investment officers. Currently, they are serving as a Lead Trader and Portfolio Solutions Analyst since June 2021.

Justin Kelly attended Emmanuel College in Boston from 2012 to 2016, where they earned a Bachelor's Degree in Financial Economics.

Links


Timeline

  • Lead Trader, Portfolio Solutions Analyst

    June, 2021 - present

  • Portfolio Engineer

    October, 2019

  • Fees & Commissions Specialist

    June, 2018

  • Cash Management Specialist

    February, 2017