Daniel Kelly, CFA

Daniel is a Partner & Head of Alternative Investments at Kelly+Partners Private Wealth. Daniel has a distinguished career working with both domestic private banks and international investment banks. He has expertise in advising clients in portfolio and investment management across all asset classes, including equities, fixed income, alternative investments, and derivatives. Daniel holds a Bachelor of Psychology from Macquarie University, completed his CFA (Chartered Financial Analyst) accreditation in 2023, and holds the RG146 Tier 1 accreditations across all subjects.