Brian Kelly
Investment Researcher
Main: (781) 235-4426 ext. 201
Direct/Text: (508) 429-5949
Brian Kelly is a seasoned professional specializing in investment research. He serves as the Publisher of MoneyLetter, a 45-year-old financial publication that provides investors with guidance, research, and insights into mutual funds and exchange-traded funds (ETFs). MoneyLetter is a sister company of Asset Strategy. With a focus on delivering analysis and recommendations to his readers, Brian also plays a key role in providing research to our Investment Committee through market trends and investment opportunities. His expertise in the field helps serve as a trusted resource to make informed financial decisions. Brian is a graduate of the College of the Holy Cross.
Fun Facts
The Arbiter
Was a youth & high school official in ice hockey and baseball.
Time Traveler
Big fan of history deep-dives, especially anything Civil War.
