Derek Kellman

Derek Kellman

Gestore di Portafoglio-Azioni presso
Angeles Investment Advisors LLC
Finance
Consumer Services

Profilo

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.

Posizioni attive di Derek Kellman

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/07/2020

Precedenti posizioni note di Derek Kellman

SocietàPosizioneFine
Gestore di Portafoglio-Azioni -
Vedi nel dettaglio l'esperienza di Derek Kellman

Formazione di Derek Kellman

Esperienze
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Attive

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Società nel listino

Aziende private

Relazioni

60

Relazioni di 1° grado

4

Aziende connesse in 1º grado

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Donna

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Società collegate

Aziende private4

Finance

Finance

Consumer Services

Consumer Services

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