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, GA06-2004
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