Chapter Meeting: Stock Selection & Market Direction | Williams Jones, NYC

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Charles Schwab

1105 Hammond Dr · Atlanta, GA

How to find us

Look for a single-story, white building on the southeast corner of Hammond and Peachtree-Dunwoody.

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Details

Speaker:
J. Douglas Kelly, Jr. is a Managing Director and Equity Portfolio manager of Williams Jones.
Mr. Kelly was appointed a Managing Director in August 2013. Mr. Kelly was a Managing Director and Portfolio Manager at Legg Mason Investment Counsel and its predecessor. Mr. Kelly was a Senior Vice President and Portfolio Manager at Brundage, Story & Rose LLC [masked]), a Group Vice President at Schroder Wertheim Investment Management [masked]), a Vice President at Bear Stearns Asset Management [masked]) and a Vice President and Analyst at New York Life Insurance Company [masked]). He serves as the Investment Liaison for Neighbor to Neighbor, a Greenwich, CT non-profit organization dedicated to serving residents inn need throughout the Greenwich area. Mr. Kelly earned a B.A. from Yale University in 1981 and an M.B.A. from New York University in 1985.

Sandra N. Salas is the Marketing Director of Williams Jones. Prior to joining the Firm in 2015, Ms. Salas had 17 years of experience in the investment management industry in both portfolio manager and equity analyst roles at firms including AIG Sunamerica Asset Management, Schroder Investment Management, and Salomon Smith Barney (now Citigroup). Fro[masked], she was an investment Officer for the endowment and pension fund for the University of California's nine university campuses, five medical centers, and three national laboratories. Ms. Salas earned a B.S. from the University of California, Berkely in n1989 and an M.B.A. from the University of Chicago Booth School of Business in 1994.