Mark Kelly

Mark Kelly is a Principal at Rockwood Wealth Management in New Hope, Pennsylvania, where he leverages more than two decades of experience to advise high-net-worth individuals, families, and institutions. In this leadership role, he is responsible for overseeing portfolio strategy, client relationship management, and the delivery of comprehensive financial planning solutions.

Kelly specializes in multi-asset portfolio construction, with a focus on public equities, fixed income, and alternative investments for wealthy clients seeking tailored investment strategies. At Rockwood, he works with clients to align their long-term objectives with prudent asset allocation, risk management, and tax-efficient investment approaches.

Before joining Rockwood Wealth Management in 2013, Mark served as Portfolio Manager at Hirtle, Callaghan & Co. and as Senior Manager at Mycio Wealth Partners, enhancing his expertise in multi-family office and high-net-worth advisory services. He holds a Master of Science in Taxation from Widener University, a Bachelor of Science in Accounting from Penn State, and holds credentials including CPA and CAIA, reflecting deep expertise in accounting, taxation, and alternative investments.