Sean Kelly is a Vice President and Portfolio Manager and has been with Rockland Trust since 2016. Sean is responsible for integrating an investment strategy that reflects our clients’ objectives, financial goals, and risk tolerance including custom asset allocation, long-term goal planning, and securities research.
Sean has worked in the financial services industry since 1996. Prior to working at Rockland Trust, Sean held positions at the Kaleel Company, Inc. as well as Deutsche Bank Securities, Inc. Sean is a CERTIFIED FINANCIAL PLANNER professional. He has his FINRA 7, 63, and 65 licenses, as well as his insurance license. Sean received a B.A. in Psychology from Amherst College.
Sean is the current Treasurer of the Rising Tide Charter Public School and is on the Finance Committee of the Cape Cod YMCA. Sean coaches hockey for his children’s teams. Sean currently resides in Plymouth, MA with his wife and three children.