Profil
Mr. Geoffrey G.
Kelley, CFA MBA, is a Senior Portfolio Manager, Global Head of Strategic Asset Allocation, Multi-Asset Solutions & Systematic Equity Beta at Manulife Investment Management (US) LLC.
He is responsible for portfolio management activities for target-date, target-risk, managed volatility, derivative, and multi-asset class income strategies.
In his capacity as head of systematic equity beta, He oversees and monitors the investment activity of systematic equity beta, as well as handling portfolio management responsibilities for the firm’s factor-based equity exchanged-traded funds (ETFs).
In addition, he also conducts fundamental and quantitative research across various asset classes and investment strategies.
Prior to joining the firm, he spent 5 years at State Street Global Advisors (SSGA) managing the research team as well as developing bespoke client solutions within SSGA’s investment solutions group.
Prior to joining SSGA, he co-founded and was one of two portfolio managers for a quantitative long-short small-/mid-cap equity hedge fund, Vernon Square Capital, which employed a multifactor and optimized alpha investment process.
Mr. Kelley holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.
Postes actifs de Geoffrey Kelley
| Sociétés | Poste | Début |
|---|---|---|
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities. | Analyst-Equity | 01/08/2018 |
Anciens postes connus de Geoffrey Kelley
| Sociétés | Poste | Fin |
|---|---|---|
Vernon Square Capital LLC
Vernon Square Capital LLC Investment ManagersFinance Vernon Square Capital is a quantitatively based long/short market neutral fund manager specializing in US small/mid-cap equities | Gestionnaire de Portefeuille-Actions | 23/12/2010 |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Portfolio Manager-Fixed Income | 30/09/2008 |
| BOEING | Corporate Officer/Principal | 01/08/1992 |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA FM utilizes several methods of investment analysis across a wide array of investment strategies when formulating investment advice or managing assets. The firm does not rely on one type of investment analysis over another and does not recommend one particular type of security. They seek to utilize the most prudent methods of investment analysis based upon certain characteristics of the investment strategy and the current market conditions, as applicable. | Corporate Officer/Principal | - |
Formation de Geoffrey Kelley
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
The Boeing Co.
The Boeing Co. Aerospace & DefenseElectronic Technology Develops, manufactures and markets jetliners, military aircraft, satellites, missile defense, human space flight & launch systems | Electronic Technology |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Finance |
Duke University
Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA FM utilizes several methods of investment analysis across a wide array of investment strategies when formulating investment advice or managing assets. The firm does not rely on one type of investment analysis over another and does not recommend one particular type of security. They seek to utilize the most prudent methods of investment analysis based upon certain characteristics of the investment strategy and the current market conditions, as applicable. | Finance |
Washington State University
Washington State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vernon Square Capital LLC
Vernon Square Capital LLC Investment ManagersFinance Vernon Square Capital is a quantitatively based long/short market neutral fund manager specializing in US small/mid-cap equities | Finance |
















