Philip Kelly

Associate Director, Investment management, CFA

Areas of expertise

Charities, Private Clients, Defined Benefit Pension Schemes

Experience

Philip joined the Smith & Williamson graduate programme in 2015 and is an Associate Director on the Charities Team. He graduated from Cambridge University with a double first in history and is a CFA Charterholder. Alongside his role in managing portfolios Philip is also one of the firm’s equity analysts, specialising in payment companies.

Professional qualifications/memberships

  • University of Cambridge (2015), Double First in history
  • Chartered Wealth Manager Qualification (2016)
  • CFA Charterholder (2019), all levels passed in top 10% of candidates

Contact Philip

Cookie Settings