Our Team
Daniel M. Kelly
President
Dan started D.M. Kelly & Company in 1995. Today, the firm continues to expand its operations and increase the number of financial services and products available to its customers.
Kevin Shires
CFO, Director of Advisory Services
Kevin uses his portfolio design and investment research experience to help individual investors, institutions and nonprofits achieve their financial goals. He joined D.M. Kelly & Company in 2012.
Kathleen C. Halliwell
Chief Compliance Officer
Kathleen is experienced in portfolio management, fixed income trading, sales and compliance, encompassing a 35-year capital markets career. She joined D.M. Kelly & Company in 2000 and holds the Series 7, 63, 24, 14, 9, 10, 52, 53, 57, 79, and 99 licenses.
Patrick Kelly
Financial Advisor
Patrick is dedicated to helping people achieve their long-term financial goals. Value investing and the compounding of returns over time are the guiding principles of his investment philosophy. He holds the Series 7 and 66 licenses.
Joseph R. Fiorentino
Associate Financial Advisor
Joseph joined D.M. Kelly & Company in the summer of 2025. He holds the SIE, Series 7, and Series 66 licenses and is actively pursuing the CERTIFIED FINANCIAL PLANNER™ designation.
Andrew Harrison
Licensed Operations Specialist
Andrew brings more than 10 years of experience in the financial industry to his role as a Licensed Operations Specialist with D.M. Kelly & Company. He holds the Series 7, 63, 66, 9, and 10 licenses.
Karen Senn
Administrative Coordinator
Karen joined D.M. Kelly & Company in March 2025, bringing nearly 20 years of experience providing high-level support to executives in both academic and corporate environments.