Bryan Kelly, CFA
Bryan Kelly is Kidwell & Company’s primary portfolio manager. With a powerful insight into financial markets, Bryan is responsible for portfolio management decisions and investment research.
Bryan earned a Doctor of Veterinary Medicine (DVM) degree from LSU and an MBA from the University of Houston. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA Society of Houston. He has worked in the investment industry for more than 14 years.
His daily activities include assessing macroeconomic and issue specific events that impact financial markets, identifying investment opportunities and themes, meeting with clients to discuss investment strategies and executing trades on their behalf.
Although he switched careers from veterinary medicine to finance, he says: "I think a lot of the same characteristics of the veterinary/client relationship that I experienced in my previous career are the same characteristics of the current relationships that I have with clients today. I am very approachable and open with our clients and I'm committed to acting in their best interest."
Bryan and his wife Gennifer have a daughter, Sydney. Bryan is a native of Lafayette, Louisiana and enjoys golf, fishing, and any LSU athletic event.