Michael Kelly
Associate Wealth Advisor at Focus Partners Wealth
- Role
- Associate Wealth Advisor at Focus Partners
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Michael Kelly
Senior Fixed Income Trader with a strong track record of executing trades across various fixed income markets and products, including interest rate swaps, government bonds, bond futures, TBAs, and FX, using advanced financial modeling and analysis skills and leveraging market data and research. My core competencies include executing trades, managing risk, and analyzing market trends. I am passionate about delivering superior investment performance and solutions for our clients, and I collaborate with a diverse and talented team of portfolio managers, analysts, and researchers. I strive to continuously learn and grow in my field of expertise, and I value integrity, excellence, and innovation.I am looking for a new challenge where I can leverage my expertise, credentials, and competencies to contribute to the success of a reputable and innovative organization.
Experience
Associate Wealth Advisor
Aug 2024 — Present · Wellesley, MA, US
GW & Wade merged with The Colony Group in March of 2024, which later rebranded to Focus Partners Wealth in January 2025.Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.
Education
Bentley University
Bachelor of Science - BS, Corporate Finance & Accounting
2007 — 2010
Bentley University - McCallum Graduate School of Business
Master of Science - MS, Finance
2011 — 2013
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