Kelly Lynch-Moloney, CFP®

Vice President & Portfolio Manager

• Background Information

  Kelly Lynch-Moloney is Vice President and Portfolio Manager for Hudson Valley Investment Advisors, Inc. Having spent more than two decades in the investment industry, Kelly specializes in working with individuals and families to grow and preserve their wealth. Kelly became a CERTIFIED FINANCIAL PLANNER™ in 2018 to help clients plan their financial future.

  Kelly utilizes her expertise in portfolio management and financial planning to help clients reach their investment objectives and goals. She assists in developing and implementing financial strategies as well as addressing the client’s individual needs.

  Kelly holds a Master of Business Administration from Pace University and a Bachelor of Science from SUNY Plattsburgh. Kelly is a member of the Hudson Valley Estate Planning Council, the Financial Planning Association of the Greater Hudson Valley, a Board Member of the Friends of the Moffat Library, and a Grant Review Volunteer for the United Way of the Dutchess-Orange Region.

  Her commitment to caring extends to her community, where she was honored by Washingtonville’s Moffat Library as its 2015 Volunteer of the Year. Kelly resides in Orange County with her husband and son. She enjoys golfing, reading, and traveling with her family.

• Education & Training

  CERTIFIED FINANCIAL PLANNER™- 2018

  CFP Board’s Verify-A-CFP® Professional Search Tool
  https://www.letsmakeaplan.org/

  Pace University Graduate School of Business

  • Masters of Business Administration (MBA) in Finance-1999

  State University of New York at Plattsburgh

  • Bachelor of Science (BS) in Business Management-1993
• Business Experience

  Hudson Valley Investment Advisors, Inc., 4/2022-Present

  • Vice President & Portfolio Manager

  Hudson Valley Investment Advisors, Inc., 10/2014-4/2022

  • Portfolio Manager

  Hudson Valley Investment Advisors, Inc., 9/2012-9/2014

  • Assistant Portfolio Manager

  Hudson Valley Investment Advisors, LLC, 11/2005-11/2006

  • Assistant Portfolio Manager

  Zesiger Capital Group, 8/1997-6/2004

  • Assistant Portfolio Manager

  Shields/Alliance Capital Management, 9/1994-7/1997

  • Portfolio Assistant
• Notable Memberships
  • Friends of the Moffat Library-Board Member, Publicity Chair
  • HVIA’s Investment Policy Committee
  • Hudson Valley Estate Planning Council
  • Financial Planning Association of the Greater Hudson Valley
  • United Way of Dutchess-Orange Region – Grant Review Volunteer