Roland Duane Kelly
Founder at Spectrum Asset Management, Inc. (California)
Roland Duane Kelly active positions
| Companies | Position | Start | End |
|---|---|---|---|
Spectrum Asset Management, Inc. (California)
 Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Chairman | 31/12/1986 | - |
| Chief Investment Officer | 31/12/1986 | - | |
| Founder | 31/12/1986 | - |
Career history of Roland Duane Kelly
Former positions of Roland Duane Kelly
| Companies | Position | Start | End |
|---|---|---|---|
Lenox Capital Management, Inc.
 Lenox Capital Management, Inc. Investment ManagersFinance Lenox Capital Management, Inc. (Lenox CM) is an independent asset management firm headquartered in New Lenox, Illinois. The firm was founded in 1998. Lenox CM offers portfolio management for individuals, businesses, and institutional clients and provides investment supervisory services for their client accounts. Their clients include high-net worth individuals and other individuals, as well as pension and profit-sharing plans. | President | - | - |
Arbor Investment Management LLC
 Arbor Investment Management LLC Investment ManagersFinance Arbor Investment Management LLC provides investment advisory services. It offers Financial Forecasting and Total Asset Allocation Guidance, Direct Investment Portfolio Management, Financial Advice and Advocacy services. The company is headquartered in Ann Arbor, MI. | Corporate Officer/Principal | - | - |
Training of Roland Duane Kelly
| California State University-Los Angeles | Undergraduate Degree |
| Pepperdine University | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
| Chairman | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Spectrum Asset Management, Inc. (California)
Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Finance |
Arbor Investment Management LLC
Arbor Investment Management LLC Investment ManagersFinance Arbor Investment Management LLC provides investment advisory services. It offers Financial Forecasting and Total Asset Allocation Guidance, Direct Investment Portfolio Management, Financial Advice and Advocacy services. The company is headquartered in Ann Arbor, MI. | Finance |
Lenox Capital Management, Inc.
Lenox Capital Management, Inc. Investment ManagersFinance Lenox Capital Management, Inc. (Lenox CM) is an independent asset management firm headquartered in New Lenox, Illinois. The firm was founded in 1998. Lenox CM offers portfolio management for individuals, businesses, and institutional clients and provides investment supervisory services for their client accounts. Their clients include high-net worth individuals and other individuals, as well as pension and profit-sharing plans. | Finance |
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