Sean Kelly
Associate
Sean Kelly is an associate and member of the investment team at Taiber Kosmala & Associates, LLC. In his role, Sean supports the development and implementation of comprehensive financial plans and investment strategies tailored to client goals. He manages key aspects of client service workflows, prepares and maintains financial planning materials, and supports both prospective and ongoing client engagements. He is also actively involved in investment research, reporting, and operations, including performance analysis and the creation of investment strategy materials.
Sean holds a Bachelor of Science degree in Finance and Philosophy from Boston College. At Boston College Sean was involved in peer mentorship programs for underclassmen. Sean also enjoys spending his free time volunteering at Our Lady of the Angels in Humboldt Park.
You won’t find a bunch of empty suits at Taiber Kosmala.
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