Kelly is an Investment Advisor Representative for Split Rock Private Trading and Wealth Management. She began her career at Dain Kalman & Quail, which is now RBC Wealth Management, and spent 22 years with them. She has over 36 years in the Financial Services Industry and isn't slowing down.
Kelly has been a Planning and Zoning Commissioner with the City of Cloquet for over 12 years. She is also on the Board of Directors for the Cloquet Community Memorial Hospital. She resides in Cloquet, has one daughter (Leah), son-in-law (Britton) and three wonderful grandchildren; Anna, Ethan and Samantha. Kelly loves her community and is truly a Cloquet "Lumberjack" enthusiast.
Mark, along with business partner Tyler Kocon founded Split Rock Private Trading and Wealth Management in 2010 and continue to operate a family of successful managed accounts. Mark serves as the primary portfolio manager for the Equity Income and Dividend SMA administered by Split Rock Private Trading and Wealth Management, and co-manages both the flagship North American Energy Shale SMA as well as the firm's alternative asset management strategy.
Mark is a graduate of the University of Minnesota-Duluth School of Business and Economics earning a Bachelor of Business Administration degree with an emphasis in Marketing. Mark currently holds the Series 65 securities license and is a previous holder of both the Series 7 and 63 securities licenses. Mark is currently the Treasurer for Cloquet-Esko-Carlton Lumberjack (Hockey) Blue Line Club.
Call Toll Free (877) 979-3262
Tyler is a Portfolio Manager for Split Rock Private Trading and Wealth Management, a diverse investment management firm specializing in separately managed account and alternative asset management strategies. Split Rock investment strategies cover all aspects of the financial markets, and have a particular focus on equity and commodity rotation, dividend and equity income, fixed income, as well as a specialized and intimate spotlight on developments in the shale energy industry in North America and across the rest of the world.
Mark is the Chief Compliance Officer (CCO) and Portfolio Manager for Split Rock Private Trading and Wealth Management, a diverse investment management firm specializing in separately managed account and alternative asset management strategies. Mark brings over 18 years of professional investment management experience to Split Rock Private Trading and Wealth Management, with parts of that experience spent in both the large-scale broker dealer environment as well as the more specialized RIA ecosystem.
Tyler brings over 17 years of professional investment management experience to Split Rock Private Trading and Wealth Management, with parts of that experience spent in both the large-scale broker dealer environment as well as the more specialized RIA ecosystem. Tyler, along with business partner Mark Cool founded Split Rock Private Trading and Wealth Management in 2010 and continue to operate a family of successful managed accounts. Tyler serves as the primary portfolio manager for the Equity and Commodity Rotation SMA administered by Split Rock Private Trading and Wealth Management, and co-manages both the flagship North American Shale Energy SMA as well as the firm's North American Shale Energy Hedge Fund.
Tyler is a graduate of Cardinal Stritch University in Milwaukee, Wisconsin. Earning a Business degree. Tyler proudly sits on the St. Johns Foundation Fund board and advises board members of investment decisions.
Whether you are an individual with a taxable account, a foundation, or a client who has put assets in a trust, we approach our responsibilities the same way — focusing on what’s best for you. Improving overall portfolio risk-adjusted returns is at the core of what we do. We have always believed in — and focused on — managing downside risk while striving to achieve strong investment returns, especially in extreme market environments.
We manage your money like it’s our own...Transparency, Performance, Opportunity.
CLOQUET MINNESOTA OFFICE
1618 CLOQUET AVENUE
CLOQUET, MN 55720
TOLL FREE: 877.979.3262
Copyright © Split Rock Private Trading. All rights reserved
There are no warranties implied.Split Rock Private Trading (“Split Rock”) is a registered investment adviser located in Duluth and Cloquet, MN. Split Rock may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Split Rock’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Split Rock’s web site on the Internet should not be construed by any consumer and/or prospective client as Split Rock’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Split Rock with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Split Rock, please contact the state securities regulators for those states in which Split Rock maintains a registration filing. A copy of Split Rock’s current written disclosure statement discussing Split Rock’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Split Rock upon written request. Split Rock does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Split Rock’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Duluth Minnesota Office
Dewitt Seitz Building
394 South Lake Avenue
Duluth, MN 55802
Toll Free: 877.979.3262