Profil
Mr. Rolf Kelly is a Portfolio Manager & Business Analyst at WCM Investment Management LLC.
He joined WCM in 2018 and his primary responsibilities are portfolio management and equity research for firm's global ESG strategies.
Since the start of his investment career in 2005, his experience includes a position as Analyst and Portfolio Manager at Thornburg Investment Management in Santa Fe (NM) where he concentrated on ESG investing.
Prior to that, he worked as an Analyst at NCM Capital.
Mr. Kelly earned an M.B.A.
from Duke University (North Carolina), and a B.S.
in Engineering from Colorado School of Mines, where he graduated with honors.
Postes actifs de Rolf Kelly
| Sociétés | Poste | Début |
|---|---|---|
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Analyst-Equity | 01/06/2018 |
Formation de Rolf Kelly
| Colorado School of Mines | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Finance |