Eric Kelly

PM, Trading & Broker Relations at Tidal Financial Group

Eric Kelly is a seasoned finance professional with extensive experience in portfolio management and trading. Currently serving as a Portfolio Manager and Trader at Tidal Financial Group since September 2020, Eric is involved in ETF investment and technology. Prior to this role, Eric held positions at Toroso Asset Management and Exponential ETFs, focusing on portfolio management. From 2013 to 2019, Eric was the Director of Client Relations at Institutional Investment Consulting Inc., leading a team that managed over $20 billion in institutional funds. Additional experience includes roles at Merrill Lynch and TFG Investments, along with an internship in consumer analytics at Nationwide Financial. Eric holds a BBA in Accounting, Finance, and Economics from the University of Michigan-Dearborn and is a CFA Level III Candidate.

Links


Org chart