David Kelly

Q: What is David Kelly email address?

Email David Kelly at drkelly@optonline.net and david.kelly@ubs.com. This email is the most updated David Kelly email found in 2026.

Q: How to contact David Kelly?

To contact David Kelly send an email to drkelly@optonline.net or david.kelly@ubs.com.

Executive Director - Portfolio Strategy Group at UBS Wealth Management | Oak Ridge, New Jersey, United States

About David Kelly

David Kelly serves as an Executive Director within the Portfolio Strategy Group at UBS Wealth Management, where he leverages his extensive expertise as a Senior Fixed Income Strategist to guide clients through the complexities of fixed income portfolio construction and management. With a focus on both Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA), David is instrumental in shaping the fixed income portfolio allocations for UBS's discretionary portfolio programs, including the UBS Managed Portfolio of Funds and the UBS Managed Portfolio of Global Selections.

In his role, David not only oversees the selection of mutual funds and ETFs but also conducts rigorous investment manager due diligence to ensure that clients receive top-tier investment options. His analytical acumen is further demonstrated through his leadership of the Portfolio Analysis Group - Review Team, which produces comprehensive multi-asset class investment portfolio reviews tailored to client needs. These reviews are critical in assessing portfolio performance and informing trade recommendations, enabling clients to navigate the ever-evolving market landscape with confidence.

David’s skill set encompasses a wide range of financial instruments, including mortgage-backed securities (MBS) and municipal bonds, and he is well-versed in alternative investments. His qualifications, including Series 7, Series 24, and Series 63 licenses, underscore his commitment to maintaining the highest standards of professionalism in wealth management. Through his strategic insights and dedication to client success, David Kelly continues to play a pivotal role in enhancing the investment experience for UBS Wealth Management clients.

David Kelly Work