Derek Kellman

Derek Kellman

Portfolio Manager-Aktien bei
Angeles Investment Advisors LLC
Finance
Consumer Services

Profil

Mr. Derek S.
Kellman, CFA, is a Managing Director at Angeles Investment Advisors LLC.
He has over 13 years of experience.
In his capacity, he partners with institutional clients on formulating and implementing strategic asset allocation and investment portfolio structure as well as policy development.
Furthermore, he frequently conducts ad hoc analyses for clients to evaluate their strategic initiatives.
He also plays an active role in Angeles' Sustainability Committee, where he leads the firm’s diverse recruiting initiatives.
Mr. Kellman previously worked at City National Rochdale, managing $2 billion in assets for private wealth clients, and Signature Estate & Investment Advisors, where he managed research and trading responsibilities.
He began his career in 2011 working for the Santa Ynez Band of Chumash Indians, where he managed $400 million in assets that served various functions to support the tribe's long-term success.
He received his M.B.A. from Cornell SC Johnson College of Business and holds a B.A. in Business Economics from U.C.
Santa Barbara.
Derek is a CFA® Charterholder and is a member of the CFA Society of Los Angeles and AIF's Future Leaders Program.

Aktive Positionen von Derek Kellman

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.07.2020

Ehemalige bekannte Positionen von Derek Kellman

UnternehmenPositionEnde
Portfolio Manager-Aktien -
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Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Beziehungen

87

Beziehungen ersten Grades

4

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Unternehmensverbindungen

Private Unternehmen4

Finance

Finance

Consumer Services

Consumer Services

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