Justin Kelly
Lead Trader, Portfolio Solutions Analyst at Fiduciary Trust Co.
About
Justin Kelly is Head Trader and Portfolio Solutions Analyst at Fiduciary Trust Company in Boston, MA. In this role, he oversees equity, fixed income, and derivative trading, applying both qualitative insight and quantitative analysis to achieve best execution for client assets. He also leads the Portfolio Solutions analyst team, translating the firm’s investment thesis into customized portfolios and managing relationships with external brokers and multiple internal stakeholders.
His investment focus spans equities, fixed income, and derivatives, ensuring comprehensive asset coverage in portfolio construction and trading. Justin specializes in implementing systematic approaches for diverse client mandates, establishing and overseeing separately managed accounts that are tailored to client-specific requirements. He is actively involved in cross-departmental collaboration, serving as a key liaison between the investment, operations, and legal teams.
Justin joined Fiduciary Trust Company in 2017, advancing through roles in cash management, fees and commissions, and trading before leading the trading desk. He holds a Bachelor’s in Financial Economics from Emmanuel College and is a Level II candidate for the Chartered Market Technician (CMT) designation. He is a professional member of the Boston Securities Traders Association and has conducted economic research on the housing market, further broadening his industry expertise.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fiduciary Trust Company | Lead Trader, Portfolio Solutions Analyst | Jun 2021 to Present | — |
| Fiduciary Trust Company | Fees and Commissions Specialist | Jun 2018 to Present | - Oversee Day to Day Operations in the Fee and Commission Area to insure an orderly, equitable and error free application of all fees and commissions - Processing of invoiced accounts, special fee exc... |
| Fiduciary Trust Company | Cash Management Specialist | Feb 2017 to Present | • Process ad hoc payment & receipt transactions • Process ACH transactions • Process & reconcile Cash Letters via the Federal Reserve • Process various check transactions • Create, process, and reconc... |
| Fiduciary Trust Company | Portfolio Engineer | Oct 2019 to Present | • Review and monitor client asset allocations and portfolio holdings against their investment strategy. • Evaluate portfolio variances to stated objectives and recommend corrective actions. • Collabor... |
| Boston Red Sox | Security | May 2014 to Jan 2022 | Preformed Security screening of visitors at Fenway Park to ensure a safe and enjoyable experience Analyzed visitor flow patterns to maximize entrace efficiency Supervised VIP clientele, Media, and Red... |
| Emmanuel | Economics Research Assistant | May 2014 to May 2016 | Analyzed Economic literature involving US housing markets Worked closely with professor to help write article on Consumer Mortgage Buying Behavior Collected, Organized, and Translated 300,000 lines of... |
| Merrill Lynch | Wealth Management Intern | Sep 2014 to Dec 2014 | Worked on a functional database in Excel to research and track new business opportunities. Assisted Private Wealth Adviser in maintaining excellent relationships with 100+ High Net Worth clients. Crea... |
| Puttin on the Dog | Manager | Jul 2009 to Sep 2013 | Managed 12 employees In charge of inventory and the ordering of materials when necessary Helped transition of ownership Promoted new streams of marketing Interacted with customers Encouraged team work... |
Education
Emmanuel College
Bachelor’s Degree, Financial Economics
2012 — 2016
Skills & Expertise
Others at Fiduciary Trust Co. (10)
| Name | Role | Location |
|---|---|---|
A Anthony Hong | Research Analyst | Boston, MA , United States |
 | Investment Officer - Vice President | Boston, MA , United States |
D Derek Johnston | Vice President - Investment Officer | Boston, MA , United States |
 | Investment Research Analyst | Boston, MA , United States |
E Emily Griset | Vice President and Investment Officer | Boston, MA , United States |
 | Vice President and Investment Officer | Boston, MA , United States |
 | Vice President - Investment Officer | Boston, MA , United States |
 | Vice President - Investment Officer | Merrimack, NH , United States |
N Neal Hegge | Investment Officer | Boston, MA , United States |
 | Vice President and Investment Officer | Boston, MA , United States |