Legal Blog

A Video Conversation with Leo Kelly, CEO and Managing Partner of Kelly Wealth Management at HighTower

Interviews with the 2015 EY Maryland Entrepreneur of the Year Finalists

Giving clients an unobstructed view of the market

Offit Kurman and Citybizlist would like to congratulate the 2015 finalists nominated for the Ernst & Young (EY) Entrepreneur Of The Year Award in Maryland. Comprised of the region’s outstanding and innovative business leaders, this diverse group of entrepreneurs represents the state’s present and future. Winners will be announced at gala event Thursday, June 25, 2015 at The Baltimore Marriott Waterfront.

Leo KellyLeo Kelly is the founder, CEO and managing partner of Kelly Wealth Management at HighTower, a nationally recognized wealth management firm located in Hunt Valley, Maryland. With CFP® and Certified Business Exit Consultant™ status, Leo advises a wide range of wealthy individuals and organizations, from corporations and foundations to family-owned businesses and professional athletes. Prior to his current role at HighTower, Leo was a wealth management advisor and managing director of investments at Merrill Lynch, where he earned membership in the prestigious Circle of Champions. Known as one of the top independent advisors in the U.S., Leo is a regular contributor to CNBC, Fox Business TV, The Wall Street Journal, Bloomberg TV and Bloomberg Radio.

Click here to read the interview on citybizlist.com

 

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