Executive Vice President
Bob Kelly is an Executive Vice President and National Director for Capital Group Private Client Services. Prior to joining our organization in 2005, he spent four years as a regional president at Mellon Private Wealth Management. Before that he was a principal and managing director at Sanford C. Bernstein & Co. and a consultant and general manager of a valuation consulting firm. Bob earned an MBA from the University of Chicago and a BS in economics from the University of Pennsylvania (Wharton School). He holds the Chartered Financial Analyst® designation and is a member of the advisory board of the Western Los Angeles County Council of the Boy Scouts of America and the advisory board of the Los Angeles Regional Food Bank as well as a member of the Young Presidents Organization (YPO).
Bob is based in our Los Angeles office.