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The Connelly Group
John P. Connelly established The Connelly Group in 2020 after building and selling insurance brokerages and regional banks including USAmeriBank.
The Connelly Group
John P. Connelly established The Connelly Group in 2020 after building and selling insurance brokerages and regional banks including USAmeriBank. The office operates from Clearwater, Florida and channels family capital into service-sector companies. The firm targets insurance, banking, information technology, finance, and real estate businesses in the southeastern United States. It provides long-term capital alongside strategic guidance and industry connections. Investments emphasize financial discipline, management equity participation, and double-digit annualized growth. Holdings include the Orange Bay Properties mixed-use portfolio in Tampa Bay and the Generatio Companies commercial portfolio across the Southeast. The office also maintains positions in residential and historical assets such as 6015 Hammock Hill Ave in Lutz and The President on the Iowa-Mississippi River corridor. Philanthropic activity runs through the Marilyn & John Connelly Charitable Fund. John Connelly has held board roles at the YMCA of the Suncoast, the University of South Florida St. Petersburg Board of Trustees, and local chambers and leadership programs. No public data exist on total professionals or additional offices.
General information
Firm type
Single Family Office
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Clearwater
Corporate office
Clearwater, FL, United States
Principals
John P. Connelly
Principal
Kaley Connelly
Partner
Vern Vokus
Business Partner
Sector focus
Frequently asked questions
Who runs investment decisions at The Connelly Group?
John P. Connelly serves as principal and directs capital allocation. Kaley Connelly participates as partner. Vern Vokus contributes as business partner on select operating companies.
Where does the underlying wealth come from?
Wealth originates from John Connelly's exits from insurance brokerages and USAmeriBank.
What asset classes does The Connelly Group deploy into?
The office commits to private equity, real estate, and philanthropic vehicles. Focus remains on service businesses under $2.5 million EBITDA in the Southeast.
Does The Connelly Group participate in fund commitments or only direct deals?
Activity centers on direct investments and operational partnerships rather than third-party fund commitments.
How does The Connelly Group source deals?
Sourcing draws from regional networks, prior operating experience in insurance and banking, and local business associations in Florida.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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