Mark Kelly, CFA®

Mark is a Case Liaison for TAG Invest, our team-directed investment management service focusing on tax management, expense reduction, and risk management. In this role, he is responsible for the development of our investment management processes and consults with financial advisors on asset management, liquidity management, and advanced case design.

Mark has seven years of experience in the financial services industry, most recently supervising the asset management division of an independent financial planning firm. He has also worked in relationship management and brokerage operations for an independent broker-dealer’s home office.

Mark is a graduate of Drake University in Des Moines, IA, majoring in Finance and International Business. He also holds the designation of Chartered Financial Analyst.

The TAG Invest process focuses on the areas that add the most value to our relationship with you: tax management, expense reduction, and risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional return without adding additional risk. These strategies can be customized to your other investments.



TAG Invest is a part of TAG Advisors, the partner that provides many services to support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back-office functions to deliver more value to clients like you.