Susan Kelly, CAIA Back

Director, Investment Management and Research

  • Analyzes, approves, and monitors on an ongoing basis all products within alternative financial strategies (e.g., managed futures, hedge funds, private equity, structured products)
  • Manages the Fixed Income Research group that assists advisors with fixed income portfolio construction and design, as well as identifies potential opportunities in the fixed income market for advisors and their clients
  • Holds the Chartered Alternative Investment Analyst (CAIA) designation
  • Holds a BS in management with a concentration in finance from Purdue University and an MBA from New York University
  • Has prior experience in positions at Citizens Advisors, John Hancock Advisers, and Citigroup/Smith Barney