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Board of Directors

Jonathan Kelly

Senior Portfolio Manager, Bank of America Private Bank

Jonathan Kelly has over 25 years of professional investment experience, primarily as a portfolio manager working with both institutional and individual investors. Jonathan joined Northern Trust in 2015, before which he was associated with several large Trust and Investment companies. He has a very strong background in investment management, leadership and trust administration, including an in-depth knowledge and experience with the laws of the state of Delaware.

He holds the Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association as well as Accredited Wealth Management Advisor (AWMA) designation through the College For Financial Planning.

Jonathan earned a B.S. in International Economics from Texas Tech University and his MBA from the University of Dallas.

Jonathan serves as a Board Member for Dallas Area Rapid Transit (DART), is on the Tax Incremental Financing Board for the City of Garland and volunteers helping educate individuals and families, teaching personal finance as a facilitator to Dave Ramsey’s Financial Peace University and Legacy Journey classes.

Jonathan is an avid college sports fan. He enjoys travelling to games regularly. He also enjoys playing softball and working out at the at the J. Additionally, he is involved in many community activities.

Make a donation on Jonathan’s behalf