Retirement Savings, Financial Planning, Wealth Management, Hershey, Camp Hill, Carlisle PA

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Mark Kelly

Mark Kelly

Asset Management Relationship Manager

Mark’s primary responsibilities are in the asset management division of our company. He assists with trade execution, rebalancing, and new client onboarding. He also acts as a resource for technological and operational efficiencies. Prior to his current role Mark worked for a global financial services firm for several years.


Mark attended Drake University where he earned a BS in Finance & International Business.


Outside of work he enjoys traveling to at least one new place every year and crossing new activities off his bucket list.