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Charlie Kelley Photo

Charlie Kelley, CFA
Portfolio Manager,
Founder and Principal


The first thing you notice is his handshake and smile. When Charlie Kelley clasps your hand, you are firmly in the grip of an optimist – one who believes each new day will be better than the one before. His interest in golf and travel are just part of his zest for life. He even took his two young sons, then ages 7 and 9, on an international flight to Rome. “It was the best trip we ever had,” he says. Recently, Charlie and his wife took another trip to Europe. “She introduced me to opera in Prague, and now I'm hooked,” he says. Clients value his keen eye for emerging market trends. “Our clients look to us for perspective. The art of informed observation is the essence of what we offer.”

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Previous Experience:
Vice President and Senior Institutional Portfolio Manager, Norwest Bank, Minnesota. Charlie has been in the investment field since 1978.

B.A. from Gustavus Adolphus College

Professional Credentials:
Member of the CFA Society of Minnesota. Chartered Financial Analyst (CFA).

Community Service:
Charlie has been active on the Orono City Council, including twelve years service on the Planning Commission. He is a former president of Woodhill Country Club.

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