Over 25 Years of Experience

The firm was founded by Denis P. Kelleher in 1990 as an offshoot of his brokerage business, Wall Street Access. The firm, originally called Preferred Money Managers, was intended to bring the best investment ideas of some of the industries most respected institutional money managers to individual investors. This was accomplished by creating custom tailored portfolios for our clients using these ideas.

The firm, now managed by the next generation of the family, has since grown into a full-service money management firm with assets under management in excess of $350 million. The recent name change for the firm from WSAAM to KFA reflects the family’s ongoing commitment to these ideals. The firm is wholly owned by Wall Street Access Corp. which is family and employee owned and is well capitalized. We have offices in New York City and Portland, ME.