Patrick J. Kelly

Patrick J. Kelly

Managing Associate

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Phone: 954-906-5440
Fax: 561-257-1208
Mobile Phone: 954-899-5100
E-mail:
 

Patrick Kelly is an exceptionally experienced individual well versed in Wealth Management, Leadership, Banking, Credit, Sales, Compensation, Risk Management, Treasury Functions, Technology, and Investment and Capital Markets initiatives. He has been a featured financial expert on innumerable television and radio broadcasts and is a published author on fixed-income. Mr. Kelly holds the distinction of interviewing Dr. Alan Greenspan before his industry’s most senior securities professionals.

In 2017 Mr. Kelly brought his broad experience to Legacy Financial Network, where he assists with client-centered asset allocation and selection, investment policy statement creation and firm development; bringing the knowledge of Wall Street to Main Street.

Mr. Kelly provided personalized services to: uniquely affluent individuals, families and foundations, GSE, Agency, Sovereign and Corporate entities and business owners.

Mr. Kelly joined LaSalle’s Broker-Dealer Services business in 1999, serving as Principal and Managing Director, until it’s sale in 2008, whose accomplishments earned recognition as the industry leader in originating fixed-income offerings for the broker-dealer community throughout North America. In these years, LaSalle expanded dramatically along issuance, product, profitability, geographic boundaries (including international markets) and distribution capabilities.

Prior to LaSalle, Mr. Kelly spent near eighteen years with Citibank; last serving as the President and CEO of Citibank, Florida. Mr. Kelly also served on the Board of Directors of Citicorp Trust, N.A. Preceding this, Mr. Kelly served as Managing Director of The Citibank Private Bank-US Southeast Region and he began his career at Citibank as a corporate middle market credit expert.

Mr. Kelly earned his BS, Economics from St. Bonaventure University (Outstanding Achievement Economics Award). He has completed over twenty-five graduate level educational programs; Accounting-University of Virginia and Corporate Finance-New York University. Mr. Kelly holds Series 7, 9, 10 and 24 securities licenses.

Mr. Kelly has served on a multitude of non-profit and community focused Boards of Directors, in church leadership roles and is involved in many philanthropic endeavors.