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Kelly Lynch-Moloney, CFP®
Vice President & Portfolio Manager
Kelly Lynch-Moloney is Vice President and Portfolio Manager for Hudson Valley Investment Advisors, Inc. Having spent more than 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 financial planning to help clients reach their investment objectives and goals. She assists in developing and implementing financial strategies as well as addressing the client’s individual needs.
Kelly holds a Master of Business Administration from Pace University and a Bachelor of Science from SUNY Plattsburgh. Kelly is a member of the Hudson Valley Estate Planning Council, the Financial Planning Association of the Greater Hudson Valley, and a Grant Review Volunteer for the United Way of the Dutchess-Orange Region.
Her commitment to caring extends to her community, where she was honored by Washingtonville’s Moffat Library as its 2015 Volunteer of the Year. She enjoys golfing, reading, and traveling with her family.
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 at Plattsburgh
- Bachelor of Science (BS) in Business Management-1993
Hudson Valley Investment Advisors, Inc., 4/2022-Present
- Vice President & Portfolio Manager
Hudson Valley Investment Advisors, Inc., 10/2014-4/2022
- 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
- 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