Mark Kelly

Finance

Consumer Services

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Profile

Mr. Mark Kelly, CPA, is a Director-Risk Management at Convergent Wealth Advisors LLC.
Prior to joining Convergent in March 2010, Mr. Kelly was a co-owner of a multi-family office, Copper Beech Advisors, LLC.
Previously, he was an assistant vice president at Pitcairn Trust Company advising high net worth clients.
He started his career at Coopers and Lybrand, LLP, in Philadelphia as a Senior Associate specializing in Audit.
Mr. Kelly earned a Bachelor of Science degree in Accounting from The Pennsylvania State University and a Master of Science degree in Taxation from Widener University.
He also holds the Chartered Alternative Investment Analyst designation.

Former positions of Mark Kelly

Companies	Position	End
Coopers & Lybrand LLP	Corporate Officer/Principal	-
Copper Beech Advisors LLC Copper Beech Advisors LLC Investment ManagersFinance Part of Royal Bank of Canada, Copper Beech Advisors LLC is a company that provides investment advice. The company is based in Malvern, PA. The company was founded by Mark Kelly.	Founder	-
The Pitcairn Trust Co. The Pitcairn Trust Co. Investment ManagersFinance The Pitcairn Trust Co. is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. It delivers objective advice and customized services.	Corporate Officer/Principal	-
Convergent Wealth Advisors LLC Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors.	Investment Committee Member	-

See the detail of Mark Kelly's experience

Training of Mark Kelly

The Pennsylvania State University	Undergraduate Degree
Widener University	Graduate Degree

Experiences
Positions held

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Private companies