Nicholas Kelly

Nicholas Kelly is a Portfolio Manager at Bedel Financial Consulting, Inc. in Indianapolis, Indiana, where he is responsible for constructing and implementing client portfolios, performing ongoing due diligence, and seeking out new investment opportunities that align with clients' financial objectives. He is actively involved in the firm's investment committee, conducts macroeconomic research, and adapts strategies to manage portfolio risk through changing markets.

Kelly focuses on a diverse set of asset classes, including equities, fixed income, mutual funds, and private market offerings such as private equity and alternative investments. His research and recent writings demonstrate a specialized interest in emerging trends and deal activity within sectors like video gaming, energy, artificial intelligence, and the broader private markets space.

With seven years of experience in private wealth management, Kelly previously held positions at Hamilton Capital Partners as Head Portfolio Manager, at BBR Partners as Portfolio and Wealth Advisory Associate, and at UBS and Morgan Stanley in wealth management roles. He holds a Bachelor of Science in Finance from Indiana University Bloomington and the Accredited Portfolio Management Advisor (APMA™) designation, reflecting a strong analytical foundation and advanced expertise in personalized investment management.