Kelly Wealth Management announces the hiring of Alvin Anton as Executive Director and Fixed Income Manager. Mr. Anton joins KWM after spending the last 13 years at CareFirst of Maryland, where he served as the Senior Director of Investments. At CareFirst, Mr. Anton was responsible for the management and trading of the company’s $1-billion, internally-managed fixed income portfolio and the oversight of their $2-billion investment program for externally-managed portfolios.
“Alvin brings a level of expertise and sophistication that will support our offering and enhance the services for both our individual and institutional clients. We continue to add talented and qualified investment professionals from various facets of the wealth management industry,” said Leo Kelly, Founder and Managing Partner, Kelly Wealth Management at HighTower.
With the addition of Mr. Anton, KWM continues to expand its client offering in the important areas of fixed income management, due diligence, portfolio construction and asset management. He will oversee the selection of fixed income investments for client accounts, sit on the KWM Investment Committee and work closely with the firm’s institutional clients (investment committees, foundation boards, etc.) to ensure appropriate execution of investment policy statements.
Since its establishment in 2012, KWM has grown from six employees to 20, doubled its real estate footprint in Hunt Valley, added a research and analytics center, and nearly tripled assets under management. “We have a responsibility to our clients to add the highest quality resources we have at our disposal. Whether that requires an investment in technology, infrastructure or human capital, we are committed to ensuring our clients have the best possible experience with Kelly Wealth Management,” added Kelly.
About HighTower
HighTower is a national firm built by and for elite financial advisors. HighTower advisors commit to the fiduciary standard: a binding promise to put our clients’ interests first. Powered by a proprietary technology and investment platform, HighTower embraces bold change to create a culture of collaboration and growth and to meet the evolving needs of sophisticated investors. For more information, see www.hightoweradvisors.com and www.byadvisorsforadvisors.com.
