Edward KellyAIF®, BFA™, CPWA®
Managing Director•Head of AssetMark Distribution
Edward KellyAIF®, BFA™, CPWA®
Managing Director•Head of AssetMark Distribution
Ed is Head of AssetMark Distribution and a business development officer at CIBC Private Wealth with 30 years of industry experience. In this role, he oversees the growth of the AssetMark channel for CIBC and is responsible for setting strategies and practices that broaden relationships with individuals, families, foundations and endowments.
Prior to joining the firm, Ed served as an executive vice president of Wealth Management Sales at Orion Portfolio Services, where he was responsible for overseeing sales and distribution. He also served as chair of the growth committee. Previously, he served as a chief sales officer at Brinker Capital, where he was responsible for leading the overall direction of sales, national accounts and internal sales teams in their efforts to build a collaborative partnership with financial advisors. He was also a member of the operating and investment committees.
Ed earned a Bachelor of Arts degree from Villanova University. Ed holds the CERTIFIIED PRIVATE WEALTH ADVISOR® certification as well as an ACCREDITED INVESTMENT FIDUCIARY® and BEHAVIORAL FINANCIAL ADVISOR™ designations.
Disclosures
AIF®: Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
The Behavioral Financial Advisor (BFA™) designation is issued by Kaplan Financial Education in conjunction with think2perform. It requires the completion of two courses on behavioral finance and passing an exam, as well as 20 hours of continuing education every two years.
Investment and Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
