Maura Kelly, CFP®

Principal & Senior Portfolio Manager
Joined Bahl & Gaynor in 2020
Joined industry in 2002

Prior to joining Bahl & Gaynor in 2020, Maura’s work included various positions in private wealth management at both US Bank and Fifth Third Bank; Senior Vice President, Senior Portfolio Manager, specializing in complex family relationships. In addition to managing client portfolios, she has previous experience with assets under management, local endowments, foundations and not-for-profit entities.

Educational Background

  • CERTIFIED FINANCIAL PLANNER™ professional (2007), Xavier University
  • Bachelor of Science in Business Administration (2002), Magna Cum Laude, University of Dayton, Major: Finance, Minor: Accounting

Affiliations

  • Center of Addiction Treatment, Board of Directors
  • Council on Child Abuse, Executive Committee, Board of Trustees
  • USA Regional Chamber, WE Lead Class 10
  • Junior League of Cincinnati, Sustaining Member
  • Financial Planning Association (FPA) of Southwestern Ohio, Member

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