Pat Kelly
Analyst-Fixed Income chez Agincourt Capital Management LLC
Profil
Mr. Patrick K.
Kelly, CFA MBA, is a Managing Director & Portfolio Manager at Agincourt Capital Management LLC.
He is a member of Agincourt's investment team and is a portfolio manager with over 30 years of investment experience.
He is a generalist who has broad responsibilities for managing Agincourt's client portfolios.
He focuses on economic/business cycle analysis, developing duration and yield curve strategies.
He has credit and MBS/ABS research duties as well, and he authors all of the firm's client communications.
He has significant client service duties, and is a shareholder of the firm.
He was previously a portfolio manager with First Union.
He subsequently joined Wheat First Securities as a bond trader before moving to Smith Barney as an Institutional Fixed Income Specialist.
He joined Sovran Capital in 1989, rising to the position of Senior Vice President in 1994.
He has earned the Chartered Financial Analyst designation.
He received a BS Economics and an MBA from Virginia Polytechnic Institute.
Postes actifs de Pat Kelly
| Sociétés | Poste | Début |
|---|---|---|
Agincourt Capital Management LLC
 Agincourt Capital Management LLC Investment ManagersFinance Agincourt Capital Management LLC (Agincourt) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1999 by the entire fixed income investment team of what was Sovran Capital Management. In 2020, they became a subsidiary of Guardian Capital LLC, a subsidiary of Guardian Capital Group Ltd. (TSX: GCG) in Canada. Agincourt provides customized fixed income investment advisory services to pension and profit-sharing plans, state or municipal government entities, charitable organizations, corporations or business entities, and insurance companies. They also have a small number of trusts, estates, or individuals as fixed income clients. The firm acts as a sub-adviser for fixed income mutual funds. | Analyst-Fixed Income | 01/09/1999 |
Anciens postes connus de Pat Kelly
| Sociétés | Poste | Fin |
|---|---|---|
| Sovran Financial Corp. | Gestionnaire de Portefeuille-Actions | - |
| Wheat First Butcher Singer, Inc. | Corporate Officer/Principal | - |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | - |
First Union Management, Inc.
 First Union Management, Inc. Other Consumer ServicesConsumer Services First Union Management, Inc. owns and operates parking structures. The private company is based in Cleveland, OH and has subsidiaries in Canada. | Gestionnaire de Portefeuille-Actions | - |
Formation de Pat Kelly
| Virginia Polytechnic Institute & State University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
| Sovran Financial Corp. | Finance |
First Union Management, Inc.
First Union Management, Inc. Other Consumer ServicesConsumer Services First Union Management, Inc. owns and operates parking structures. The private company is based in Cleveland, OH and has subsidiaries in Canada. | Consumer Services |
| Wheat First Butcher Singer, Inc. | Finance |
Agincourt Capital Management LLC
Agincourt Capital Management LLC Investment ManagersFinance Agincourt Capital Management LLC (Agincourt) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1999 by the entire fixed income investment team of what was Sovran Capital Management. In 2020, they became a subsidiary of Guardian Capital LLC, a subsidiary of Guardian Capital Group Ltd. (TSX: GCG) in Canada. Agincourt provides customized fixed income investment advisory services to pension and profit-sharing plans, state or municipal government entities, charitable organizations, corporations or business entities, and insurance companies. They also have a small number of trusts, estates, or individuals as fixed income clients. The firm acts as a sub-adviser for fixed income mutual funds. | Finance |