Leo J. Kelly IIICFP®, CBEC®

Chief Executive Officer, Partner

Contact:
410.472.5381
Education:
The College of New Jersey, B.S. in Finance
Honors:
Barron’s Top 100 Advisors, Barron’s Top 100 Independent Advisors, Financial Times Top 300, Forbes Americas Top Advisors.

Leo is the Founder, CEO, and co-CIO of Verdence, providing proven expertise to advise executives, entrepreneurs, and professional athletes on an array of complex financial planning issues including business succession, liquidity event planning and management, estate planning, philanthropy and OCIO (Outsourced Chief Investment Officer) services. Additionally, he works closely with institutions and foundations to educate board members and assist in the creation of tailored investment solutions. He has been recognized as both an industry and thought leader by some of the most prestigious financial publications. His perspectives and business philosophies are featured regularly, serving as a commentator and contributor on CNBC, Fox Business News, The Wall Street Journal, Bloomberg TV and Radio, and countless others. Prior to founding Verdence Capital Advisors, Leo was a Managing Director, Partner at HighTower Advisors. He was formerly a Managing Director and Circle of Champions member at Merrill Lynch. Leo began his career in the financial industry in research at Bloomberg, LP.

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 being a 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 a burger and fries with him one more time.”

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”