The Kelly Group provides wealth management services to multi-generational families, individuals, foundations, and trusts. Taking a collaborative approach to gain a deep understanding of each of client’s needs and objectives, the Kelly Group delivers sophisticated, institutional level investment management solutions, customized financial strategies, and unwavering service. Our client’s goals and desires are dynamic and always evolving. Our responsibility is to make the appropriate adjustments to their financial plan, their investment portfolio and risk exposure to deliver the best possible outcomes
Steve started his career in 1983 working for Baker Watts primarily as a fixed income specialist. After moving to Alex. Brown & Sons and becoming a Principal of the firm in 1993, Steve left the final successor firm, Deutsche Bank Alex Brown in 2001 to work with Robert Black at Credit Suisse First Boston in the new Baltimore office. Steve and Robert both agreed to sever ties with Credit Suisse and form their own firm, Harbor Investment Advisory LLC alongside Betsy Brennen. Harbor opened for business in January of 2010. Steve is a graduate of Georgetown University with a Bachelor of Science degree in Finance, and a graduate of the Wharton School Securities Industry Institute Program.
Steve has been in leadership positions at a number of Baltimore nonprofits over the past 30 years including the Kennedy Krieger Institute, McDonogh School, The Hearing & Speech Agency and Irvine Nature Center.