Kelly Corwin McKernan
Investment Committee Member at Appleton Partners, Inc.
Kelly Corwin McKernan active positions
| Companies | Position | Start | End |
|---|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Investment Committee Member | - | - |
| Portfolio Manager-Equities | - | - |
Career history of Kelly Corwin McKernan
Former positions of Kelly Corwin McKernan
| Companies | Position | Start | End |
|---|---|---|---|
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | President | 28/02/2011 | 01/10/2014 |
North Fork Bank
 North Fork Bank Major BanksFinance Headquartered in Melville, New York, North Fork Bank (NFB) is the primary subsidiary of North Fork Bancorporation (NYSE: NFB), a commercial bank holding company. The bank offers investment management services for private individuals, trusts, estates, guardianships, corporations, charitable institutions, municipalities, labor unions and pension funds. | Corporate Officer/Principal | - | - |
| Scudder Stevens & Clark Inc | Corporate Officer/Principal | - | - |
Bernstein Global Wealth Management
 Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Corporate Officer/Principal | - | - |
Training of Kelly Corwin McKernan
| Boston College | Graduate Degree |
| The State University of New York | Undergraduate Degree |
Statistics
International
| United States | 8 |
Operational
| Corporate Officer/Principal | 3 |
| President | 1 |
| Graduate Degree | 1 |
Sectoral
| Finance | 6 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |
Bernstein Global Wealth Management
Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Finance |
| Scudder Stevens & Clark Inc | Finance |
North Fork Bank
North Fork Bank Major BanksFinance Headquartered in Melville, New York, North Fork Bank (NFB) is the primary subsidiary of North Fork Bancorporation (NYSE: NFB), a commercial bank holding company. The bank offers investment management services for private individuals, trusts, estates, guardianships, corporations, charitable institutions, municipalities, labor unions and pension funds. | Finance |
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Finance |
