Derek Kellman

Gestionnaire de Portefeuille-Actions chez

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.

Postes actifs de Derek Kellman

Sociétés	Poste	Début
Angeles Investment Advisors LLC Angeles Investment Advisors LLC Investment ManagersFinance Angeles has expertise in asset allocation, manager evaluation (in traditional and alternative asset classes), portfolio construction, risk management and total portfolio oversight. Their investment process is based on asset allocation. They begin by considering the various asset classes, both traditional and alternative, that meet each client's needs.	Gestionnaire de Portefeuille-Actions	01/07/2020

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Anciens postes connus de Derek Kellman

Sociétés	Poste	Fin
Signature Estate & Investment Advisors LLC Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards.	Gestionnaire de Portefeuille-Actions	-

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Entreprise privées	4
Signature Estate & Investment Advisors LLC Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards.	Finance
Angeles Investment Advisors LLC Angeles Investment Advisors LLC Investment ManagersFinance Angeles has expertise in asset allocation, manager evaluation (in traditional and alternative asset classes), portfolio construction, risk management and total portfolio oversight. Their investment process is based on asset allocation. They begin by considering the various asset classes, both traditional and alternative, that meet each client's needs.	Finance
Johnson Graduate School of Management Johnson Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California University of California Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services