Roland Duane Kelly
Founder at Spectrum Asset Management, Inc. (California)
Profile
Mr. Roland D.
Kelly is a Principal at Spectrum Asset Management, Inc. (California).
He has over 50 years experience in the securities profession.
His substantial investment background includes conducting economic and securities research and personally managing significant client portfolios.
In the decade prior to co-founding Spectrum Asset Management, he was President of Argus Investment Management, Inc., a subsidiary of Argus Research Group of New York.
Previously, he headed Arbor Investment Management in Pasadena and was president of Lenox Capital Management of New York; and American General Capital Management of Houston.
He has been a credentialed instructor in the California College system for 30 years, and is the author of several published articles on investment and finance.
He received his Bachelor of Arts in Economics from California State University-Los Angeles and completed his Executive MBA from Pepperdine University.
He is a Chartered Investment Counselor (C.I.C.).
Roland Duane Kelly active positions
| Companies | Position | Start |
|---|---|---|
Spectrum Asset Management, Inc. (California)
 Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Founder | 1986-12-31 |
Former positions of Roland Duane Kelly
| Companies | Position | End |
|---|---|---|
Lenox Capital Management, Inc.
 Lenox Capital Management, Inc. Investment ManagersFinance Lenox Capital Management, Inc. (Lenox CM) is an independent asset management firm headquartered in New Lenox, Illinois. The firm was founded in 1998. Lenox CM offers portfolio management for individuals, businesses, and institutional clients and provides investment supervisory services for their client accounts. Their clients include high-net worth individuals and other individuals, as well as pension and profit-sharing plans. | President | - |
Arbor Investment Management LLC
 Arbor Investment Management LLC Investment ManagersFinance Arbor Investment Management LLC provides investment advisory services. It offers Financial Forecasting and Total Asset Allocation Guidance, Direct Investment Portfolio Management, Financial Advice and Advocacy services. The company is headquartered in Ann Arbor, MI. | Corporate Officer/Principal | - |
Training of Roland Duane Kelly
| California State University-Los Angeles | Undergraduate Degree |
| Pepperdine University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Spectrum Asset Management, Inc. (California)
Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Finance |
Arbor Investment Management LLC
Arbor Investment Management LLC Investment ManagersFinance Arbor Investment Management LLC provides investment advisory services. It offers Financial Forecasting and Total Asset Allocation Guidance, Direct Investment Portfolio Management, Financial Advice and Advocacy services. The company is headquartered in Ann Arbor, MI. | Finance |
Lenox Capital Management, Inc.
Lenox Capital Management, Inc. Investment ManagersFinance Lenox Capital Management, Inc. (Lenox CM) is an independent asset management firm headquartered in New Lenox, Illinois. The firm was founded in 1998. Lenox CM offers portfolio management for individuals, businesses, and institutional clients and provides investment supervisory services for their client accounts. Their clients include high-net worth individuals and other individuals, as well as pension and profit-sharing plans. | Finance |
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