Jake E.J. Kelly


Jake E.J. Kelly



Mr. Kelly joined Bourgeon Capital Management in April 2016. Prior to coming to Bourgeon, he spent four years enlisted in the United States Marine Corps, including a combat tour to Afghanistan before being honorably discharged in 2015. He is responsible for analyzing the firms mutual fund portfolios. He is also responsible for the firms marketing and technology as well as assisting with the operation of Advent, the firm’s portfolio management system.


Mr. Kelly is currently pursing his B.S. in financial management at the University of Connecticut.