Justin Kelly

Head Trader

Designations

Chartered Market Technician® (CMT) Level II Candidate

Professional Memberships

Boston Securities Traders Association (BSTA)

Education

Emmanuel College, BA in Financial Economics

Focus Area

As Head Trader, Justin oversees Fiduciary’s equity, fixed income, and derivative trading. He utilizes both qualitative and quantitative factors to develop a systematic approach for achieving the best execution when trading client assets. Justin serves as the primary point of contact for external brokers, managing and maintaining those relationships. He also leads the Portfolio Solutions analyst team, translating Fiduciary’s investment thesis into customized client portfolios. Additionally, he establishes and oversees separately managed accounts, ensuring seamless integration with client-specific requirements. Justin further acts as the liaison between operations, legal, and the investment committee, ensuring alignment across departments.

Experience

Justin has been with Fiduciary since 2017, holding various roles throughout the organization. Before becoming Head Trader, he served as a Portfolio Solutions Analyst and Trader. Prior to joining Fiduciary, Justin interned with a Wealth Manager at Merrill Lynch , where he assisted in building and managing client portfolios. He also spent three years conducting economic research on the housing market alongside a professor at Emmanuel College.

Personal

Justin lives in Beacon Hill with his fiancée and their black Labrador puppy. Outside of work, he is an avid Boston Red Sox fan and a self-proclaimed sub-par golfer.

Designations

Chartered Market Technician® (CMT) Level II Candidate

Professional Memberships

Boston Securities Traders Association (BSTA)

Education

Emmanuel College, BA in Financial Economics

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