Addicus Consulting Group Promotes Ryan Kelly

Ryan Kelly Banner White

(February 5, 2024) Oxford, Mississippi - Addicus has announced the promotion of Ryan Kelly to the position of relationship manager. In this new capacity, Kelly, one of Addicus’ longest tenured employees, will be responsible for various income tax and estate planning strategies for a dedicated portfolio of clients within the Addicus Consulting Group. 

Since first joining Addicus in 2014, Kelly has served as Addicus Consulting Group senior analyst. During that time, he was a crucial part of the onboarding process — focusing on assessing what resources and deficits clients have, working with the data team to establish an investment plan, evaluating the client’s Family Wealth Enterprise (FWE), and implementing a variety of projects to best structure the client’s FWE. 

According to Addicus Consulting Group Director Hilary Howell, “Over the past year, Ryan has shown incredible leadership and growth. He has taken on the training of new team members as well as one of our more complicated projects in 2023.” 

We congratulate Ryan on this new role. 

About Addicus 

Addicus is a private wealth management, investment banking, private equity, and tax consulting firm based in Oxford, MS. The world-class investors and advisors at Addicus combine superior financial expertise with an unmatched inventiveness and a ceaseless passion to discover. They are compelled to create opportunities and solutions based on innovative ideas that are aligned with, and in the spirit of, the entrepreneurs and self-made people who make up the clients they serve. 

Media Contact:  Mary Alice West, Director of Marketing