Joseph Kelly

Joseph is a holder of the Chartered Financial Analyst® designation and has a passion for financial research, portfolio management, investment consulting, and wealth planning. He joined HB Retirement in 2023, bringing with him over four years of industry experience.

He is a graduate of Ohio University, where he studied International Business with a focus on Finance and Trade, graduating with honors.

Outside of his professional pursuits, Joseph leads an active lifestyle. He enjoys exercising, exploring new destinations through travel, and indulging his adventurous side with activities such as kayaking and rafting at Ohiopyle. Joseph is also an avid language learner and dedicates time to researching investment markets. However, his greatest joy comes from spending quality time with his fiancé and their two loyal Labrador retrievers.