Overview
Work History
Education
Skills
Certification
Timeline
Generic

Michael Kelly

Brooklyn,NY

Overview

18
18
years of professional experience
1
1
Certification

Work History

Portfolio Manager

Schafer Cullen Capital Management
New York, NY
03.2007 - 12.2022
  • Identified potential investments using fundamental and technical analysis techniques
  • Monitored investments, identified risks, and helped co-manage $13B portfolio of value stocks
  • Actively managed smaller, sub $100MM portfolios with 25+ holdings
  • Marketed fund's products locally and abroad
  • Previously served as Director of Research for the firm's domestic-oriented funds, starting 2014

Research Analyst

Neuberger Berman
New York, NY
07.2004 - 02.2007
  • Worked as a junior research analyst with the Rubin/Ross portfolio group
  • Made bi-monthly lists of potentially attractive investments
  • Held conference calls with management teams to help identify competitive strengths versus weaknesses and risks
  • Monitored existing investments across sectors and industry groups

Education

Bachelor of Arts - Political Science

Emory University
Atlanta, GA
06-2004

Skills

  • Valuing companies to approximate intrinsic value
  • Using nuanced technical analysis techniques to determine "buy" and "sell" signals
  • Terrific marketing skills and strong likability for fundraising
  • Excel and Word proficient
  • Bloomberg proficient

Certification

  • CFA Charterholder (2008)
  • Minor Bachelor's degree in Economics

Timeline

Portfolio Manager

Schafer Cullen Capital Management
03.2007 - 12.2022

Research Analyst

Neuberger Berman
07.2004 - 02.2007

Bachelor of Arts - Political Science

Emory University
  • CFA Charterholder (2008)
  • Minor Bachelor's degree in Economics

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Michael Kelly