of Kelly Private Wealth Management



Chris’s extensive financial and legal education combined with years of investing experience position him well to aid his clients to protect, grow and ultimately transition their wealth.  

Early Influences  

Chris was raised in a family that values financial savvy and responsible investing. His father openly talked about the significance of saving early. He impressed upon Chris the importance of having your money work for you and the incredible impact of compounding interest. These conversations influenced his nearly lifelong fascination with investing and his decision to major in Finance. His early financial education led him intern with his uncle, Marty, who he later partnered with to grow and develop Kelly Private Wealth Management. Marty taught Chris the importance of truly partnering with his clients in order to tailor each experience to meet their varied and individual needs. 

Over his multi-decade career, Chris has earned a reputation as a calming, educated and trusted resource for his clients. It’s a reputation he strives to maintain with every client conversation and decision he makes. 

Protecting and Defending   

Chris views his main responsibility as defending his clients, their wealth, and their assets. He has helped his clients successfully navigate several market downturns. He’s learned that often the times of greatest disruption can provide the greatest opportunities. 

The skills Chris developed as an attorney shine through in multiple ways. While he no longer practices law, his extensive experience dealing with wills and estates help ensure his clients are well-prepared to deal with this crucial, emotional part of their wealth. He’s also learned how to ask probing, open-ended questions so his clients reveal the reasons behind their answers. Through critical thinking and analysis, he is often able to reverse engineer the most reasonable, risk adverse investment strategies to help his clients reach their desired financial future. 

Outside the Office  

Chris spends as much of his time as possible with his wife, Beth, and three boys, Seamus, Graham and Mitchell. In his down time, Chris can often be found golfing and skiing with his sons or on the road to root on their travelling baseball teams. He is active in his community and currently serves on the Board of Directors of the Country Club of Scranton and on the Board of Trustees of the Waverly Community House.