David Lee Kelly
Compliance Officer at Bowen Hanes & Co., Inc.
Profile
Mr. David L.
Kelly is an Executive Vice President at Bowen Hanes & Co., Inc. He joined the firm in 1997 and is involved with research, security analysis, portfolio management, client relations, and business development.
From 1989 through 1996, Mr. Kelly was associated with Peterson Properties, a full service commercial real estate company, headquartered in Atlanta, Georgia from 1989 through 1996.
He was associated with Peterson Properties, a full service commercial real estate company, headquartered in Atlanta, Georgia.
He was Vice President of the Investment Properties Group and was responsible for property acquisitions and dispositions totaling over $300 million, in this capacity, he developed a strong background in financial analysis and asset management involving both real and financial assets.
From 1984 through 1987, he was a Banking Officer for Wachovia Bank and Trust in Winston-Salem, North Carolina.
Mr. Kelly attended Emory University's Graduate Business School program, receiving his MBA in 1989.
He holds a B.A.
degree in Economics and Political Science from the University of North Carolina at Chapel Hill, which he received in 1984.
David Lee Kelly active positions
| Companies | Position | Start |
|---|---|---|
Bowen Hanes & Co., Inc.
 Bowen Hanes & Co., Inc. Investment ManagersFinance Bowen Hanes & Co., Inc. (BHC) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded by Harold J. Bowen, Jr. in 1972 as Bowen Management Co., Inc. They were acquired by a New York insurance holding company in 1975 and merged with a subsidiary founded by Sir John Templeton into a single investment counsel entity. In 1978, a reconstituted Bowen Management Co. spun-off as a division and relocated to Atlanta. In 1980 the firm was repurchased by Mr. Bowen. In 1981, the name was changed to Bowen, Hanes & Co., Inc. BHC provides investment counseling services to high-net worth individuals, pension and profit-sharing plans (municipal and corporate), charities, endowments, trusts, and foundations. | Compliance Officer | 1996-12-31 |
Former positions of David Lee Kelly
| Companies | Position | End |
|---|---|---|
| Peterson Properties & Associates LP | Corporate Officer/Principal | 1996-12-30 |
| Wachovia Bank, NA (Winston-Salem, North Carolina) | Corporate Officer/Principal | 1987-12-30 |
Training of David Lee Kelly
| Emory University | Masters Business Admin |
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Bowen Hanes & Co., Inc.
Bowen Hanes & Co., Inc. Investment ManagersFinance Bowen Hanes & Co., Inc. (BHC) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded by Harold J. Bowen, Jr. in 1972 as Bowen Management Co., Inc. They were acquired by a New York insurance holding company in 1975 and merged with a subsidiary founded by Sir John Templeton into a single investment counsel entity. In 1978, a reconstituted Bowen Management Co. spun-off as a division and relocated to Atlanta. In 1980 the firm was repurchased by Mr. Bowen. In 1981, the name was changed to Bowen, Hanes & Co., Inc. BHC provides investment counseling services to high-net worth individuals, pension and profit-sharing plans (municipal and corporate), charities, endowments, trusts, and foundations. | Finance |
| Wachovia Bank, NA (Winston-Salem, North Carolina) | Finance |
| Peterson Properties & Associates LP |
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