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Kelly Lynch-Moloney, CFP®
Portfolio Manager
Having spent almost two decades in the investment industry, Kelly specializes in working with individuals and families to grow and preserve their wealth. Kelly became a CERTIFIED FINANCIAL PLANNER™ in 2018 to help clients plan their financial future.
Kelly utilizes her expertise in portfolio management and analysis to help clients reach their investment objectives and goals. She assists in developing and implementing investment strategies as well as addressing the client’s individual needs.
With experience at some of Wall Street’s top firms, Kelly brings a wealth of knowledge to her clients and HVIA’s Investment Policy Committee.
Her commitment to caring extends to her community, where she was honored by Washingtonville’s Moffat Library as its 2015 Volunteer of the Year.
Kelly resides in Orange County with her husband and son. She enjoys being in the great outdoors with her family as well as reading and traveling.
CERTIFIED FINANCIAL PLANNER™- 2018
CFP Board’s Verify-A-CFP® Professional Search Tool
https://www.letsmakeaplan.org/
Pace University Graduate School of Business
- Masters of Business Administration (MBA) in Finance-1999
State University of New York-College at Plattsburgh
- Bachelor of Science (BS) in Business Management-1993
Hudson Valley Investment Advisors, Inc., 10/2014-Present
- Portfolio Manager
Hudson Valley Investment Advisors, Inc., 9/2012-9/2014
- Assistant Portfolio Manager
Hudson Valley Investment Advisors, LLC, 11/2005-11/2006
- Assistant Portfolio Manager
Zesiger Capital Group, 8/1997-6/2004
- Assistant Portfolio Manager
Shields/Alliance Capital Management, 9/1994-7/1997
- Portfolio Assistant
- Friends of the Moffat Library-Board Member, Publicity Chair
- HVIA’s Investment Policy Committee
- Hudson Valley Estate Planning Council
- Financial Planning Association of the Greater Hudson Valley
- United Way of Dutchess-Orange Region – Grant Review Volunteer