Michael Kelly, CFA, CFP®

Michael Kelly, CFA, CFP®

Equity Analyst / Financial Advisor

Michael is an Equity Analyst at the firm and he joined Beck Bode in 2019. Prior to joining the team, Michael was a Director of Frontline Risk at Citizens Financial Group in charge of risk oversight for the Finance, Human Resources, and Risk functions. Before Citizens he worked in various roles within Treasury and Capital Management at Santander Bank, State Street Corporation, and HSBC. He holds a B.S in Business Administration with a major in Finance from Western New England University and has obtained the Chartered Financial Analyst (CFA) designation.

After working nearly ten years at several of the nation’s largest banks, I struggled to find meaning in my day-to-day job. I knew I wanted something more in my career, so I independently pursued the Chartered Financial Analyst (CFA) designation. After passing all three levels of the curriculum, I began searching for a career that would leverage all I learned while also making a difference in people’s lives. It was ultimately connecting through CrossFit that lead me to Beck Bode.

Upon linking up with Ben and Jim, it was immediately clear that Beck Bode’s core values aligned with my career aspirations and personal beliefs about finance. Their transparent investment strategies are refreshing in an industry filled with complexity and hidden motives. Their disciplined and structured approach allows for meaningful impact on each client’s financial future. As an independent boutique firm, Beck Bode promotes a team-like culture that encourages growth not only for their clients, but also for their employees.

While I take a lot of pride in being part of the Beck Bode team, I also take great pride in being a dad to two amazing little girls and a husband to my wife, Staci. When I’m not at work, you can find me spending quality time with the family, attempting to fix my golf swing, or cheering on my favorite sports teams (Patriots, Celtics and Liverpool).