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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
  • Background Information

    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.

  • Education & Training

    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
  • Business Experience

    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
  • Notable Memberships
    • 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