Leo Kelly, CFP
Partner and CEO
Verdence Capital Advisors
When Leo Kelly helped to establish the Hunt Valley-based Verdence Capital Advisors in 2017, the goal was to create a firm from the vantage point of the client. They focused on guiding principles such as how the client would like to be treated, their advisor compensated and ways to invest capital in the business.
“We developed a fiduciary advisor firm that is conflict-free and fully transparent,” he said. “One that invests heavily in people and technology to create an unparalleled experience for the client.”
With more than two decades of experience in the finance world, Kelly has also worked as a partner at Hightower – Kelly Wealth Management and as a wealth management advisor and managing director of investments at Merrill Lynch.
Kelly knows that effective leaders must understand how to bring great people together to advance a common goal.
“Verdence Capital Advisors’ strategy is to gather like-minded, high character individuals and give them a dynamic growth platforms and an enjoyable career experience,” he said. “We challenge each person to perform at the elevated level they were naturally put on this Earth to achieve. I believe if you hire great people and create opportunities for them, they will run a hundred miles an hour and feel like they are walking.”
Away from the office, Kelly gives his time as a board member for the foundation of his alma mater, The College of New Jersey ,and sits on the board of trustees at St. Paul’s Schools.
This is a winner profile from The Daily Record’s 2018 Maryland’s Most Admired CEOs awards. Some information for this profile was sourced from the honoree’s application for the award.