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Philip Kelly (1)
Partner

Philip Kelly

Investment management

Areas of expertise

Charities, Private Clients, Defined Benefit Pension Schemes

Experience

Philip is a Partner at Evelyn Partners. Philip’s primary role is to manage institutional charity mandates and private client portfolios. Alongside this Philip is one of the firm’s equity analysts, heading up coverage of the technology sector. Philip holds a Double First in History from the University of Cambridge. He is also a CFA Charterholder, passing all three levels in the top 10% of candidates. Philip joined Evelyn Partners in 2015 on the graduate scheme.

Professional qualifications/memberships

  • University of Cambridge (2015), Double First in history
  • Chartered Wealth Manager Qualification (2016)
  • CFA Charterholder (2019), all levels passed in top 10% of candidates

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