Kelley McKee Carabasi
Head-Equity Investments chez Macquarie Investment Management Business Trust
Profil
Ms. Kelley M.
Carabasi, CFA, is a Managing Director & Co-Head of US Small-Mid Cap Value at Macquarie Investment Management Business Trust.
Mid Cap Value, a role she assumed in January 2022.
She assumed portfolio management responsibilities in July 2012.
She joined Delaware Investments in July 2005 as an Equity Analyst.
Prior to joining Delaware Investments, he participated in Lincoln Financial Group’s rotational Professional Development Program, where she began her investment career in 2002.
She earned a Bachelor of Science in finance from Georgetown University and a Master of Business Administration from The Wharton School of the University of Pennsylvania.
He holds the Chartered Financial Analyst® designation, and he is a member of the CFA Institute and the CFA Society of Philadelphia.
Postes actifs de Kelley McKee Carabasi
| Sociétés | Poste | Début |
|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Head-Equity Investments | 01/01/2022 |
Anciens postes connus de Kelley McKee Carabasi
| Sociétés | Poste | Fin |
|---|---|---|
Lincoln Financial Securities Corp.
 Lincoln Financial Securities Corp. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Securities Corp. is a financial services company that offers a range of investment products and services to individuals and businesses. The company is based in Concord, NH. | Corporate Officer/Principal | 30/06/2005 |
Formation de Kelley McKee Carabasi
| Georgetown University | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
Lincoln Financial Securities Corp.
Lincoln Financial Securities Corp. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Securities Corp. is a financial services company that offers a range of investment products and services to individuals and businesses. The company is based in Concord, NH. | Finance |