Pat Kelly

Analyst-Fixed Income at Agincourt Capital Management LLC

Finance

Consumer Services

Pat Kelly active positions

Companies	Position	Start	End
Agincourt Capital Management LLC Agincourt Capital Management LLC Investment ManagersFinance Agincourt Capital Management LLC (Agincourt) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1999 by the entire fixed income investment team of what was Sovran Capital Management. In 2020, they became a subsidiary of Guardian Capital LLC, a subsidiary of Guardian Capital Group Ltd. (TSX: GCG) in Canada. Agincourt provides customized fixed income investment advisory services to pension and profit-sharing plans, state or municipal government entities, charitable organizations, corporations or business entities, and insurance companies. They also have a small number of trusts, estates, or individuals as fixed income clients. The firm acts as a sub-adviser for fixed income mutual funds.	Analyst-Fixed Income	1999-08-31	-
	Portfolio Manager-Fixed Income	1999-08-31	-

Career history of Pat Kelly

Former positions of Pat Kelly

Companies	Position	Start	End
Sovran Financial Corp.	Portfolio Manager-Equities	1988-12-31	-
Wheat First Butcher Singer, Inc.	Corporate Officer/Principal	-	-
Smith Barney, Inc. Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research	Corporate Officer/Principal	-	-
First Union Management, Inc. First Union Management, Inc. Other Consumer ServicesConsumer Services First Union Management, Inc. owns and operates parking structures. The private company is based in Cleveland, OH and has subsidiaries in Canada.	Portfolio Manager-Equities	-	-

Training of Pat Kelly

Virginia Polytechnic Institute & State University

Masters Business Admin

Statistics

International

United States

Operational

Portfolio Manager-Equities	2
Corporate Officer/Principal	2
Analyst-Fixed Income	1

Sectoral

Finance	5
Consumer Services	3

Positions held

Active

Inactive

Listed companies

Private companies

Linked companies

Private companies	5
Smith Barney, Inc. Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research	Finance
Sovran Financial Corp.	Finance
First Union Management, Inc. First Union Management, Inc. Other Consumer ServicesConsumer Services First Union Management, Inc. owns and operates parking structures. The private company is based in Cleveland, OH and has subsidiaries in Canada.	Consumer Services
Wheat First Butcher Singer, Inc.	Finance
Agincourt Capital Management LLC Agincourt Capital Management LLC Investment ManagersFinance Agincourt Capital Management LLC (Agincourt) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1999 by the entire fixed income investment team of what was Sovran Capital Management. In 2020, they became a subsidiary of Guardian Capital LLC, a subsidiary of Guardian Capital Group Ltd. (TSX: GCG) in Canada. Agincourt provides customized fixed income investment advisory services to pension and profit-sharing plans, state or municipal government entities, charitable organizations, corporations or business entities, and insurance companies. They also have a small number of trusts, estates, or individuals as fixed income clients. The firm acts as a sub-adviser for fixed income mutual funds.	Finance

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