email: info@airgeadclann.net I Tel: (805) 852-7684
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FIRM PROFILE

"We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful"
-Warren Buffet

Airgead Clann LLC began as Michael P Kelly CPA (www.mpkcpa.net) and incorporated as a separate entity in 2010. We are an independent registered investment adviser with separately managed accounts utilizing an active management strategy. That means that each client’s accounts are managed based on their individual needs, goals, and risks as opposed to being lumped into a one-size-fits-all product. Furthermore, by actively managing our accounts, we can adapt quickly and take advantage of both positive and negative conditions in the marketplace while still staying true to our long-term goals. We are based in Thousand Oaks, CA and still maintain our healthy tax practice under our former name.

   
 

Michael Kelly: Our guru and founder, has been an independently practicing CPA for over 20 years. He received his Bachelor of Arts in Business Economics from the University of CA, Santa Barbara in 1977, and became a C.P.A. in 1980. While having invested for years on his own, it was not until the State Board of Accountancy lifted restrictions on CPA’s to charge fees for investment management that enabled Michael to begin his Advisory business. In 2005 clients began moving their brokerage accounts over to us and the rest is history.

Michael@airgeadclann.net  

 
 

Sean Kelly: Then there is me. I graduated with honors from UCSD in 2005 with a B.S. in Economics. Before graduation, I began working for Washington Mutual writing loans, managing clients’ finances, and selling securities. In 2008 I left WaMu and traveled throughout South America before joining my father’s firm in 2009. I now perform strategic investment research and manage the trading for our clients’ accounts.

Sean@airgeadclann.net

 
 
 

Kaitlyn Kelly: Kaitlyn works long days during tax season providing much needed help for that busy time of year. Kaitlyn just graduated from Cal State Northridge with a degree in Nursing and is currently working two jobs in the health care industry. Her years of experience with us and her contagious smile both contribute to keep the office running and in good spirits.

info@airgeadclann.net

 
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Airgead Clann, LLC
223 East Thousand Oaks Blvd. Suite 215
Thousand Oaks, CA 91360
Phone: (805) 852-7684
info@airgeadclann.net