Leo J. Kelly IIICFP®, CBEC®

Chief Executive Officer, Partner

The College of New Jersey, B.S. in Finance
Barron’s Top 100, Barron’s Top 100 Independent Advisors, Financial Times Top 300, Member of The Circle of Champions at Merrill Lynch

Leo is the Founder, CEO and Managing Partner of Verdence where he advises executives, entrepreneurs, professional athletes, institutions and foundations. Through his extensive knowledge and experience in the industry, he can provide tangible investment solutions. Previously, Leo served as a Wealth Management Advisor and Managing Director of Investments at Merrill Lynch. Outside of Verdence, Leo also serves as a regular commentator and contributor on CNBC, Fox Business TV, The Wall Street Journal, Bloomberg TV and Bloomberg Radio.

Get to know Leo!

If I was not a financial advisor, I would be:

“it depends on the age you asked the question. It went from superhero, to fireman,
to quarterback, to engineer, to lawyer, to this. While I would never change my choice,
I think superhero would be cool.“

Best piece of advice from my parents:

“We grew up in a very financially modest environment. I was taught that whatever you want in life can be achieved with hard work and great passion. What you choose to do isn’t important, it’s doing it to the best of your ability. That and family before all else.”

If I could invite anyone, living or dead, for dinner, I would invite:

“My father. I miss him tremendously. No matter how much we love someone,
we never truly understand their impact on our lives until they are gone.
I would like to have one more burger and fries with him.”

News story headline about my life:

“Trenton Kid Marries Up and Surprises High School Teachers with Career.”

3 words that describe Leo:

“Husband, Father, Friend”