Educational Alpha
Bending the Arc of Truth and Transparency Toward the Investor
Educational Alpha
Bending the Arc of Truth and Transparency Toward the Investor
About Educational Alpha
Our Philosophy
At Educational Alpha we strive to put education before investment product selection. Informed consent and thorough due diligence are table-stakes for the thoughtful and savvy investor.
About Educational Alpha
About me
William J. Kelly, CAIA has over four decades of experience in the financial services industry as a CEO, a leader in alternaive investments education, and an Independent Director. My common denominator has alwasy been to put the clent first.
Our services
Available for any opportunity or discussion which will bring greater transparency to your prospect or client, as we strive to always democratize education before product.